Position in AGNC
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$244,902
+$21,851 QoQ
Shares Held
24,417
+17.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026IFP Advisors, Inc holds $1,435,661 across 34 REIT - Mortgage names. AGNC ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
27,920 | $590,508 | |
| 2 | AGNC |
AGNC Investment Corp.
This page
|
24,417 | $244,902 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
8,010 | $137,932 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
5,573 | $106,722 | |
| 5 | RITM |
Rithm Capital Corp.
|
10,451 | $99,075 | |
| 6 | CIM |
Chimera Investment Corp
|
6,826 | $85,666 | |
| 7 | BRSP |
BrightSpire Capital, Inc.
|
11,478 | $64,276 | |
| 8 | MFA |
Mfa Financial, Inc.
|
2,872 | $27,513 |
All Filings in AGNC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $244,902 | 24,417 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $223,051 | 20,807 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $220,705 | 22,544 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $170,051 | 18,504 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $62,068 | 6,479 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $48,057 | 5,218 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $558,020 | 53,348 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $59,062 | 6,191 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $17,730 | 1,791 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $19,080 | 1,945 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,453 | 154 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $10,687 | 1,055 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,120 | 1,500 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $24,840 | 2,400 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $26,059 | 3,095 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $21,331 | 1,927 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $25,243 | 1,927 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $2,271 | 151 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $16,180 | 1,026 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $52,156 | 3,088 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $80,163 | 4,783 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $97,562 | 6,254 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $84,141 | 6,049 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $104,399 | 8,093 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $30,946 | 2,925 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||