Position in AGNC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$113,719
-$119,980 QoQ
Shares Held
10,433
-55.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#120
of 184 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $8,801,286 across 9 REIT - Mortgage names. AGNC ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
301,362 | $6,738,454 | |
| 2 | BXMT |
Blackstone Mortgage Trust, Inc.
|
46,722 | $791,937 | |
| 3 | EFC |
Ellington Financial Inc.
|
17,889 | $243,469 | |
| 4 | RITM |
Rithm Capital Corp.
|
24,510 | $230,148 | |
| 5 | MFA |
Mfa Financial, Inc.
|
23,696 | $229,614 | |
| 6 | STWD |
Starwood Property Trust, Inc.
|
13,321 | $218,197 | |
| 7 | KREF |
KKR Real Estate Finance Trust Inc.
|
26,775 | $183,141 | |
| 8 | AGNC |
AGNC Investment Corp.
This page
|
10,433 | $113,719 |
All Filings in AGNC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,719 | 10,433 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $233,699 | 23,300 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $208,214 | 19,423 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $147,173 | 15,033 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||