WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in AGNC — AGNC Investment Corp.
CIK 1632972
PLYMOUTH, MN
Position in AGNC
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$1,408,282
-$568,142 QoQ
Shares Held
140,407
-23.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 39.87977807374276.ToString("F0")%
Shared 0.ToString("F0")%
None 60.12022192625723.ToString("F0")%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $13,654,858 across 17 REIT - Mortgage names. AGNC ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
289,910 | $4,992,250 | |
| 2 | RITM |
Rithm Capital Corp.
|
189,322 | $1,794,772 | |
| 3 | NLY |
Annaly Capital Management Inc
|
78,639 | $1,663,214 | |
| 4 | AGNC |
AGNC Investment Corp.
This page
|
140,407 | $1,408,282 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
128,375 | $1,355,640 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
25,011 | $478,960 | |
| 7 | MFA |
Mfa Financial, Inc.
|
42,333 | $405,550 | |
| 8 | ARR |
Armour Residential REIT, Inc.
|
21,385 | $356,701 |
All Filings in AGNC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,408,282 | 140,407 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,976,424 | 184,368 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,474,941 | 150,658 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,622,990 | 176,604 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,128,169 | 117,763 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,014,140 | 110,113 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $586,429 | 56,064 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $531,511 | 55,714 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $517,720 | 52,295 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $366,864 | 37,397 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $371,086 | 39,310 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $3,025,320 | 273,290 | Shares | Sole | 2022-07-18 | |
| 2021-09-30 | $2,963,703 | 187,933 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||