Position in AGNC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$141,086
-$5,742 QoQ
Shares Held
12,944
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#102
of 184 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $943,940 across 36 REIT - Mortgage names. AGNC ranks #2 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
7,101 | $158,775 | |
| 2 | AGNC |
AGNC Investment Corp.
This page
|
12,944 | $141,086 | |
| 3 | BRSP |
BrightSpire Capital, Inc.
|
20,866 | $113,718 | |
| 4 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
9,323 | $99,566 | |
| 5 | DX |
Dynex Capital Inc
|
6,348 | $83,219 | |
| 6 | STWD |
Starwood Property Trust, Inc.
|
3,566 | $58,408 | |
| 7 | RITM |
Rithm Capital Corp.
|
4,284 | $40,224 | |
| 8 | ARR |
Armour Residential REIT, Inc.
|
2,253 | $39,314 |
All Filings in AGNC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,086 | 12,944 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $146,828 | 13,697 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $135,139 | 13,804 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $131,214 | 14,278 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $118,349 | 12,354 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $91,627 | 9,949 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $85,488 | 8,173 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $77,425 | 8,116 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $18,542 | 1,873 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $18,246 | 1,860 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $26,110 | 2,766 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $32,425 | 3,201 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $34,694 | 3,442 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $37,942 | 3,666 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $11,071 | 1,315 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,302 | 208 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,724 | 208 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $4,812 | 320 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||