Position in AGNC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$665,750
+$54,690 QoQ
Shares Held
66,376
+16.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 55.646619259973484.ToString("F0")%
Shared 0.ToString("F0")%
None 44.353380740026516.ToString("F0")%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Cerity Partners LLC holds $10,234,464 across 18 REIT - Mortgage names. AGNC ranks #7 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
101,891 | $2,154,993 | |
| 2 | RITM |
Rithm Capital Corp.
|
109,725 | $1,040,192 | |
| 3 | BXMT |
Blackstone Mortgage Trust, Inc.
|
51,767 | $991,336 | |
| 4 | LADR |
Ladder Capital Corp
|
95,770 | $935,672 | |
| 5 | STWD |
Starwood Property Trust, Inc.
|
43,042 | $741,182 | |
| 6 | ORC |
Orchid Island Capital, Inc.
|
96,737 | $680,060 | |
| 7 | AGNC |
AGNC Investment Corp.
This page
|
66,376 | $665,750 | |
| 8 | ARR |
Armour Residential REIT, Inc.
|
39,002 | $650,552 |
All Filings in AGNC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||