Position in AGNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$873,340
+$207,590 QoQ
Shares Held
80,123
+20.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#230
of 698 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $10,745,551 across 20 REIT - Mortgage names. AGNC ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
87,969 | $1,966,986 | |
| 2 | ARR |
Armour Residential REIT, Inc.
|
62,048 | $1,082,737 | |
| 3 | LADR |
Ladder Capital Corp
|
106,486 | $1,059,535 | |
| 4 | AGNC |
AGNC Investment Corp.
This page
|
80,123 | $873,340 | |
| 5 | RITM |
Rithm Capital Corp.
|
78,341 | $735,621 | |
| 6 | STWD |
Starwood Property Trust, Inc.
|
44,814 | $734,051 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
42,679 | $723,408 | |
| 8 | ORC |
Orchid Island Capital, Inc.
|
94,013 | $655,270 |
All Filings in AGNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $873,340 | 80,123 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $665,750 | 66,376 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $611,060 | 57,002 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $322,100 | 32,901 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $170,079 | 18,507 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $296,711 | 30,972 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $301,028 | 32,685 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $196,135 | 18,751 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $139,598 | 14,633 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $189,852 | 19,177 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $106,458 | 10,852 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $206,226 | 21,846 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $170,812 | 16,862 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $171,450 | 17,009 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $161,325 | 15,587 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $197,541 | 23,461 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $272,067 | 24,577 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $222,791 | 17,007 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $267,802 | 17,806 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $316,756 | 20,086 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $282,671 | 16,736 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $280,495 | 16,736 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $260,832 | 16,720 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $232,575 | 16,720 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $239,359 | 18,555 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $601,504 | 56,853 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||