Position in AGNC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,578,189
+$296,727 QoQ
Shares Held
144,788
+13.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#177
of 701 holders
Holding Since
Sep 2020
22 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, 2026NewEdge Advisors, LLC holds $13,155,109 across 16 REIT - Mortgage names. AGNC ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXMT |
Blackstone Mortgage Trust, Inc.
|
310,329 | $5,260,076 | |
| 2 | NLY |
Annaly Capital Management Inc
|
92,164 | $2,060,787 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
125,301 | $2,052,430 | |
| 4 | AGNC |
AGNC Investment Corp.
This page
|
144,788 | $1,578,189 | |
| 5 | RITM |
Rithm Capital Corp.
|
150,132 | $1,409,739 | |
| 6 | DX |
Dynex Capital Inc
|
22,406 | $293,742 | |
| 7 | MITT |
TPG Mortgage Investment Trust, Inc.
|
26,869 | $212,802 | |
| 8 | ARR |
Armour Residential REIT, Inc.
|
5,861 | $102,274 |
All Filings in AGNC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,578,189 | 144,788 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,281,462 | 127,763 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $588,871 | 54,932 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $497,478 | 50,815 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $248,681 | 27,060 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $238,934 | 24,941 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $165,945 | 18,018 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $83,397 | 7,973 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $171,395 | 17,966 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $178,328 | 18,013 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $175,589 | 17,899 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $275,440 | 29,178 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $276,366 | 27,282 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $237,656 | 23,577 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $43,987 | 4,250 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $397,912 | 30,375 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $508,126 | 33,785 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $869,084 | 55,110 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $796,836 | 47,178 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $586,348 | 34,985 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $592,784 | 37,999 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $528,371 | 37,985 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||