Position in AGNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$200,178
-$2,618 QoQ
Shares Held
18,365
-9.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#443
of 703 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Waverly Advisors, LLC holds $4,394,477 across 6 REIT - Mortgage names. AGNC ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
144,992 | $3,242,021 | |
| 2 | FBRT |
Franklin BSP Realty Trust, Inc.
|
55,515 | $451,892 | |
| 3 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
19,916 | $212,702 | |
| 4 | AGNC |
AGNC Investment Corp.
This page
|
18,365 | $200,178 | |
| 5 | RITM |
Rithm Capital Corp.
|
18,165 | $170,569 | |
| 6 | BRSP |
BrightSpire Capital, Inc.
|
21,489 | $117,115 |
All Filings in AGNC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,178 | 18,365 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $202,796 | 20,219 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $216,426 | 20,189 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $181,340 | 18,523 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $144,273 | 15,699 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $145,616 | 15,200 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $122,290 | 13,278 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $107,225 | 10,251 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $99,378 | 10,417 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $102,870 | 10,391 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||