Aptus Capital Advisors, LLC

Position in AGNC — AGNC Investment Corp.

CIK 1664193 FAIRHOPE, AL

Position in AGNC

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$191,984

-$10,259 QoQ

Shares Held

19,141

+1.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 16.592654511258555.ToString("F0")% Shared 0.ToString("F0")% None 83.40734548874144.ToString("F0")%

Real Estate · as of Mar 31, 2026

Aptus Capital Advisors, LLC holds $7,083,031 across 4 REIT - Mortgage names. AGNC ranks #3 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LADR	Ladder Capital Corp	667,579	$6,522,246
2	NLY	Annaly Capital Management Inc	12,251	$259,108
3	AGNC	AGNC Investment Corp. This page	19,141	$191,984
4	RITM	Rithm Capital Corp.	11,571	$109,693

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$191,984	19,141	+1.5%	Shares	Sole	2026-05-11
2025-12-31	$202,243	18,866	+0.4%	Shares	Sole	2026-02-13
2025-09-30	$183,905	18,785	+9.8%	Shares	Sole	2025-11-12
2025-06-30	$157,296	17,116	-19.5%	Shares	Sole	2025-08-11
2025-03-31	$203,603	21,253	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.