Caprock Group, LLC

Position in AGNC — AGNC Investment Corp.

CIK 1610769 BOISE, ID

Position in AGNC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,832,704

-$41,832 QoQ

Shares Held

168,138

-10.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#166

of 698 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Caprock Group, LLC holds $2,633,063 across 4 REIT - Mortgage names. AGNC ranks #1 (69.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp. This page	168,138	$1,832,704
2	NLY	Annaly Capital Management Inc	17,214	$384,905
3	STWD	Starwood Property Trust, Inc.	13,653	$223,636
4	RITM	Rithm Capital Corp.	20,428	$191,818

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,832,704	168,138	-10.0%	Shares	Sole	2026-07-27
2026-03-31	$1,874,536	186,893	+1.2%	Shares	Sole	2026-05-11
2025-12-31	$1,978,912	184,600	+3.3%	Shares	Sole	2026-01-28
2025-09-30	$1,749,100	178,662	+46.5%	Shares	Sole	2025-11-06
2025-03-31	$1,168,309	121,953	+15.9%	Shares	Sole	2025-05-15
2024-12-31	$969,002	105,212	-21.2%	Shares	Sole	2025-01-23
2024-09-30	$1,396,054	133,466	+5.8%	Shares	Sole	2024-11-07
2024-06-30	$1,203,098	126,111	+10.3%	Shares	Sole	2024-08-06
2024-03-31	$1,131,461	114,289	+25.0%	Shares	Sole	2024-04-29
2023-12-31	$896,712	91,408	+15.1%	Shares	Sole	2024-01-18
2023-09-30	$749,620	79,409	-0.1%	Shares	Sole	2023-10-18
2023-06-30	$804,929	79,460	+113.7%	Shares	Sole	2023-08-10
2023-03-31	$374,724	37,175	+149.2%	Shares	Sole	2023-04-26
2022-12-31	$154,411	14,919	—	Shares	Sole	2023-01-23
No filing history on record for this holder in this stock.