Position in AGNC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$338,826
+$133,663 QoQ
Shares Held
31,085
+52.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#368
of 701 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Atria Investments, Inc holds $1,685,777 across 6 REIT - Mortgage names. AGNC ranks #3 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIM |
Chimera Investment Corp
|
39,820 | $531,198 | |
| 2 | NLY |
Annaly Capital Management Inc
|
18,442 | $412,363 | |
| 3 | AGNC |
AGNC Investment Corp.
This page
|
31,085 | $338,826 | |
| 4 | BRSP |
BrightSpire Capital, Inc.
|
45,647 | $248,776 | |
| 5 | CMTG |
Claros Mortgage Trust, Inc.
|
33,372 | $78,424 | |
| 6 | RWT |
Redwood Trust Inc
|
16,074 | $76,190 |
All Filings in AGNC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,826 | 31,085 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $205,163 | 20,455 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $227,585 | 21,230 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $211,248 | 21,578 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $208,953 | 22,737 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $188,036 | 19,628 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $273,776 | 29,726 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $319,092 | 30,506 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $276,106 | 28,942 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||