Independent Advisor Alliance

Position in AGNC — AGNC Investment Corp.

CIK 1696899 CHARLOTTE, NC

Position in AGNC

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,027,182

-$92,682 QoQ

Shares Held

102,411

-2.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

Independent Advisor Alliance holds $9,985,176 across 5 REIT - Mortgage names. AGNC ranks #5 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SEVN	Seven Hills Realty Trust	376,834	$3,097,575
2	MFA	Mfa Financial, Inc.	236,410	$2,264,806
3	RITM	Rithm Capital Corp.	235,027	$2,228,055
4	NLY	Annaly Capital Management Inc	64,660	$1,367,558
5	AGNC	AGNC Investment Corp. This page	102,411	$1,027,182

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,027,182	102,411	-2.0%	Shares	Sole	2026-05-12
2025-12-31	$1,119,864	104,465	-0.0%	Shares	Sole	2026-02-04
2025-09-30	$1,022,800	104,474	+31.0%	Shares	Sole	2025-11-04
2025-06-30	$733,104	79,772	+175.9%	Shares	Sole	2025-08-11
2025-03-31	$276,996	28,914	+13.3%	Shares	Sole	2025-05-12
2024-12-31	$235,130	25,530	+94.5%	Shares	Sole	2025-02-07
2024-09-30	$137,297	13,126	-82.7%	Shares	Sole	2024-11-13
2022-03-31	$993,281	75,823	+23.3%	Shares	Sole	2022-05-06
2021-12-31	$925,155	61,513	-72.2%	Shares	Sole	2022-02-11
2021-09-30	$3,492,644	221,474	+0.9%	Shares	Sole	2021-11-01
2021-06-30	$3,706,392	219,443	+12.8%	Shares	Sole	2021-08-12
2021-03-31	$3,259,350	194,472	+2.7%	Shares	Sole	2021-05-14
2020-12-31	$2,953,173	189,306	+33.0%	Shares	Sole	2021-02-11
2020-09-30	$1,980,408	142,373	+5.9%	Shares	Sole	2020-11-04
2020-06-30	$1,734,624	134,467	+30.5%	Shares	Sole	2020-08-06
2020-03-31	$1,089,845	103,010	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.