Position in AGNC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$201,360
-$16,843 QoQ
Shares Held
20,076
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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, 2026AE Wealth Management LLC holds $3,214,603 across 7 REIT - Mortgage names. AGNC ranks #2 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
112,824 | $2,386,203 | |
| 2 | AGNC |
AGNC Investment Corp.
This page
|
20,076 | $201,360 | |
| 3 | ACRE |
Ares Commercial Real Estate Corp
|
30,962 | $148,608 | |
| 4 | SEVN |
Seven Hills Realty Trust
|
17,432 | $143,279 | |
| 5 | TWO |
Two Harbors Investment Corp.
|
11,719 | $133,828 | |
| 6 | RITM |
Rithm Capital Corp.
|
12,010 | $113,854 | |
| 7 | FBRT |
Franklin BSP Realty Trust, Inc.
|
10,303 | $87,471 |
All Filings in AGNC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,360 | 20,076 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $218,203 | 20,355 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $168,015 | 17,162 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $151,882 | 16,527 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $97,725 | 10,201 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $367,681 | 39,922 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $232,546 | 22,232 | Shares | Other | 2024-11-14 | |
| 2023-12-31 | $827,787 | 84,382 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $843,586 | 89,363 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,287,745 | 127,122 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,347,816 | 133,712 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $548,301 | 52,976 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,507,230 | 179,006 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,975,840 | 178,486 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,369,724 | 180,895 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,035,342 | 201,818 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,007,654 | 190,720 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,988,634 | 176,947 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,619,602 | 96,635 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,456,977 | 93,396 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,404,075 | 100,940 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,930,807 | 149,675 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,531,380 | 144,743 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||