Position in AGNC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$11,607,879
+$1,613,816 QoQ
Shares Held
1,157,316
+24.1% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Cetera Investment Advisers holds $80,848,821 across 26 REIT - Mortgage names. AGNC ranks #4 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
1,396,384 | $29,533,521 | |
| 2 | RITM |
Rithm Capital Corp.
|
1,447,552 | $13,722,792 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
764,957 | $13,172,559 | |
| 4 | AGNC |
AGNC Investment Corp.
This page
|
1,157,316 | $11,607,879 | |
| 5 | ORC |
Orchid Island Capital, Inc.
|
431,038 | $3,030,197 | |
| 6 | IVR |
Invesco Mortgage Capital Inc.
|
222,127 | $1,794,786 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
59,665 | $1,142,584 | |
| 8 | DX |
Dynex Capital Inc
|
85,519 | $1,091,222 |
All Filings in AGNC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,607,879 | 1,157,316 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,994,063 | 932,282 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,151,075 | 934,737 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,101,030 | 772,691 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,043,064 | 630,800 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,270,667 | 463,699 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,960,877 | 378,669 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,149,926 | 330,181 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $3,208,698 | 324,111 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $757,479 | 77,215 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $717,723 | 76,030 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $621,830 | 61,385 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $482,640 | 47,881 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $526,080 | 50,829 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $298,101 | 35,404 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $546,536 | 49,371 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $431,658 | 32,951 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $427,045 | 28,394 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $400,889 | 25,421 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $429,478 | 25,428 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $648,444 | 38,690 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $835,801 | 53,577 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $201,361 | 14,476 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $186,740 | 14,476 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $138,322 | 13,074 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||