Waverly Advisors, LLC

Position in AGNC — AGNC Investment Corp.

CIK 1568787 BIRMINGHAM, AL

Position in AGNC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$202,796

-$13,630 QoQ

Shares Held

20,219

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 1.043572876996884.ToString("F0")% Shared 0.ToString("F0")% None 98.95642712300312.ToString("F0")%

Real Estate · as of Mar 31, 2026

Waverly Advisors, LLC holds $3,935,229 across 4 REIT - Mortgage names. AGNC ranks #3 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	155,816	$3,295,508
2	FBRT	Franklin BSP Realty Trust, Inc.	29,980	$254,530
3	AGNC	AGNC Investment Corp. This page	20,219	$202,796
4	RITM	Rithm Capital Corp.	19,240	$182,395

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$202,796	20,219	+0.1%	Shares	Sole	2026-05-15
2025-12-31	$216,426	20,189	+9.0%	Shares	Sole	2026-02-17
2025-09-30	$181,340	18,523	+18.0%	Shares	Sole	2025-11-14
2025-06-30	$144,273	15,699	+3.3%	Shares	Sole	2025-08-14
2025-03-31	$145,616	15,200	+14.5%	Shares	Sole	2025-05-15
2024-12-31	$122,290	13,278	+29.5%	Shares	Sole	2025-02-14
2024-09-30	$107,225	10,251	-1.6%	Shares	Sole	2024-11-14
2024-06-30	$99,378	10,417	+0.3%	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.