Position in AGNC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$36,447,975
+$6,593,951 QoQ
Shares Held
3,343,851
+12.3% QoQ
Ownership
0.282%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#25
of 701 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 92%
Shared 2%
None 7%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Focus Partners Wealth holds $72,216,763 across 13 REIT - Mortgage names. AGNC ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
3,343,851 | $36,447,975 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
619,689 | $10,150,505 | |
| 3 | LADR |
Ladder Capital Corp
|
721,487 | $7,178,795 | |
| 4 | TRTX |
TPG RE Finance Trust, Inc.
|
467,885 | $3,916,197 | |
| 5 | RITM |
Rithm Capital Corp.
|
400,437 | $3,760,103 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
205,358 | $3,480,818 | |
| 7 | ACRE |
Ares Commercial Real Estate Corp
|
627,277 | $2,822,746 | |
| 8 | NLY |
Annaly Capital Management Inc
|
100,914 | $2,256,437 |
All Filings in AGNC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,447,975 | 3,343,851 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $29,854,024 | 2,976,473 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,468,747 | 1,256,413 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,235,111 | 1,147,611 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $105,332 | 10,995 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $366,235 | 39,765 | Shares | Sole | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||