Position in AGNC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$770,113
+$650,564 QoQ
Shares Held
76,781
+588.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 97.58013050103541.ToString("F0")%
Shared 0.ToString("F0")%
None 2.4198694989645877.ToString("F0")%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Lido Advisors, LLC holds $15,539,895 across 14 REIT - Mortgage names. AGNC ranks #8 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LADR |
Ladder Capital Corp
|
437,437 | $4,273,759 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
172,943 | $2,978,078 | |
| 3 | DX |
Dynex Capital Inc
|
109,768 | $1,400,639 | |
| 4 | RITM |
Rithm Capital Corp.
|
133,461 | $1,265,210 | |
| 5 | SEVN |
Seven Hills Realty Trust
|
123,038 | $1,011,372 | |
| 6 | EFC |
Ellington Financial Inc.
|
70,904 | $840,212 | |
| 7 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
75,724 | $799,645 | |
| 8 | AGNC |
AGNC Investment Corp.
This page
|
76,781 | $770,113 |
All Filings in AGNC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $770,113 | 76,781 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $119,549 | 11,152 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $98,937 | 10,106 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $94,316 | 10,263 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $106,769 | 11,145 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $195,620 | 21,240 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,323,490 | 222,131 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $294,175 | 30,836 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,090,811 | 110,183 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $982,775 | 100,181 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $116,238 | 13,805 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $1,364,578 | 86,530 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $2,282,159 | 135,119 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $588,577 | 35,118 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $604,578 | 38,755 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,438,989 | 103,450 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $962,559 | 74,617 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $365,570 | 34,553 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||