Position in AGNC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$29,854,024
+$16,385,277 QoQ
Shares Held
2,976,473
+136.9% QoQ
Ownership
0.259%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 95.52404376770754.ToString("F0")%
Shared 0.4020180876615124.ToString("F0")%
None 4.073938144630943.ToString("F0")%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Focus Partners Wealth holds $63,253,336 across 14 REIT - Mortgage names. AGNC ranks #1 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
2,976,473 | $29,854,024 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
618,591 | $10,652,137 | |
| 3 | LADR |
Ladder Capital Corp
|
689,266 | $6,734,128 | |
| 4 | TRTX |
TPG RE Finance Trust, Inc.
|
474,610 | $3,706,704 | |
| 5 | RITM |
Rithm Capital Corp.
|
351,660 | $3,333,736 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
164,927 | $3,158,352 | |
| 7 | ACRE |
Ares Commercial Real Estate Corp
|
586,592 | $2,815,641 | |
| 8 | BRSP |
BrightSpire Capital, Inc.
|
249,768 | $1,398,700 |
All Filings in AGNC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $367,055 | 39,854 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||