Crewe Advisors LLC

Position in AGNC — AGNC Investment Corp.

CIK 1730033 SALT LAKE CITY, UT

Position in AGNC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$37,245

+$14,267 QoQ

Shares Held

3,417

+49.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#573

of 696 holders

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Crewe Advisors LLC holds $112,464 across 12 REIT - Mortgage names. AGNC ranks #1 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp. This page	3,417	$37,245
2	NLY	Annaly Capital Management Inc	1,150	$25,714
3	STWD	Starwood Property Trust, Inc.	1,334	$21,850
4	ARR	Armour Residential REIT, Inc.	690	$12,040
5	TRTX	TPG RE Finance Trust, Inc.	781	$6,536
6	BXMT	Blackstone Mortgage Trust, Inc.	361	$6,118
7	ABR	Arbor Realty Trust Inc	379	$2,054
8	ARI	Apollo Commercial Real Estate Finance, Inc.	43	$459

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,245	3,417	+49.1%	Shares	Sole	2026-07-24
2026-03-31	$22,978	2,291	+90.1%	Shares	Sole	2026-05-07
2025-12-31	$12,917	1,205	0.0%	Shares	Sole	2026-01-16
2025-09-30	$11,796	1,205	+20.5%	Shares	Sole	2025-11-13
2025-06-30	$9,190	1,000	+1.3%	Shares	Sole	2025-07-30
2025-03-31	$9,455	987	-22.5%	Shares	Sole	2025-04-23
2024-12-31	$11,724	1,273	+8.7%	Shares	Sole	2025-01-27
2024-09-30	$12,248	1,171	+0.9%	Shares	Sole	2024-11-12
2024-06-30	$11,066	1,160	+2.5%	Shares	Sole	2024-07-29
2024-03-31	$11,206	1,132	+1.7%	Shares	Sole	2024-05-14
2023-12-31	$10,918	1,113	+112.8%	Shares	Sole	2024-02-09
2023-06-30	$5,297	523	+268.3%	Shares	Sole	2023-07-28
2022-12-31	$1,469	142	0.0%	Shares	Sole	2023-02-08
2022-09-30	$1,195	142	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,571	142	—	Shares	Sole	2022-08-02
No filing history on record for this holder in this stock.