Independent Advisor Alliance

Position in AGNC — AGNC Investment Corp.

CIK 1696899 CHARLOTTE, NC

Position in AGNC

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

Position Value

$1,211,555

+$184,373 QoQ

Shares Held

111,152

+8.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#194

of 698 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Independent Advisor Alliance holds $9,911,533 across 5 REIT - Mortgage names. AGNC ranks #5 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SEVN	Seven Hills Realty Trust	336,118	$2,833,474
2	MFA	Mfa Financial, Inc.	233,109	$2,258,825
3	RITM	Rithm Capital Corp.	229,761	$2,157,455
4	NLY	Annaly Capital Management Inc	64,858	$1,450,224
5	AGNC	AGNC Investment Corp. This page	111,152	$1,211,555

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,211,555	111,152	+8.5%	Shares	Sole	2026-08-12
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.