Aptus Capital Advisors, LLC

Position in AGNC — AGNC Investment Corp.

CIK 1664193 FAIRHOPE, AL

Position in AGNC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$207,525

+$15,541 QoQ

Shares Held

19,039

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#437

of 702 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Real Estate · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $7,168,703 across 3 REIT - Mortgage names. AGNC ranks #3 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LADR	Ladder Capital Corp	671,739	$6,683,803
2	NLY	Annaly Capital Management Inc	12,405	$277,375
3	AGNC	AGNC Investment Corp. This page	19,039	$207,525

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$207,525	19,039	-0.5%	Shares	Sole	2026-08-12
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.