CWM, LLC

Position in AGNC — AGNC Investment Corp.

CIK 1535847 OMAHA, NE

Position in AGNC

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,129,678

+$29,410 QoQ

Shares Held

112,630

+9.7% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0.7910858563437805.ToString("F0")% Shared 0.ToString("F0")% None 99.20891414365623.ToString("F0")%

Real Estate · as of Mar 31, 2026

CWM, LLC holds $7,878,298 across 36 REIT - Mortgage names. AGNC ranks #3 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFA	Mfa Financial, Inc.	156,855	$1,502,670
2	NLY	Annaly Capital Management Inc	68,933	$1,457,932
3	AGNC	AGNC Investment Corp. This page	112,630	$1,129,678
4	ARR	Armour Residential REIT, Inc.	30,460	$508,072
5	STWD	Starwood Property Trust, Inc.	22,963	$395,422
6	TRTX	TPG RE Finance Trust, Inc.	50,125	$391,476
7	BXMT	Blackstone Mortgage Trust, Inc.	15,522	$297,246
8	RITM	Rithm Capital Corp.	28,077	$266,169

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,129,678	112,630	+9.7%	Shares	Sole	2026-05-14
2025-12-31	$1,100,268	102,637	-23.0%	Shares	Sole	2026-01-26
2025-09-30	$1,305,007	133,300	+124.4%	Shares	Sole	2025-10-15
2025-06-30	$545,803	59,391	+66.9%	Shares	Sole	2025-07-25
2025-03-31	$340,942	35,589	+5.5%	Shares	Sole	2025-05-01
2024-12-31	$310,644	33,729	-67.4%	Shares	Sole	2025-02-04
2024-09-30	$1,082,181	103,459	+20.3%	Shares	Sole	2024-10-08
2024-06-30	$820,726	86,030	-39.7%	Shares	Sole	2024-07-10
2024-03-31	$1,413,195	142,747	+1532.9%	Shares	Sole	2024-04-05
2023-12-31	$85,759	8,742	-10.8%	Shares	Sole	2024-02-01
2023-09-30	$92,512	9,800	-6.3%	Shares	Sole	2023-10-11
2023-06-30	$105,909	10,455	-10.7%	Shares	Sole	2023-08-03
2023-03-31	$118,046	11,711	+6.7%	Shares	Sole	2023-05-01
2022-12-31	$113,632	10,979	+20.1%	Shares	Sole	2023-02-01
2022-09-30	$76,950	9,139	+19.7%	Shares	Sole	2022-10-27
2022-06-30	$84,519	7,635	+14.4%	Shares	Sole	2022-07-28
2022-03-31	$87,403	6,672	+13.2%	Shares	Sole	2022-04-21
2021-12-31	$88,645	5,894	+77.4%	Shares	Sole	2022-01-31
2021-06-30	$56,125	3,323	0.0%	Shares	Sole	2021-09-15
2021-03-31	$55,693	3,323	0.0%	Shares	Sole	2021-09-15
2020-12-31	$51,838	3,323	0.0%	Shares	Sole	2021-09-15
2020-09-30	$46,222	3,323	0.0%	Shares	Sole	2021-09-15
2020-06-30	$42,866	3,323	0.0%	Shares	Sole	2021-09-15
2020-03-31	$35,157	3,323	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.