Castleview Partners, LLC

Position in AGNC — AGNC Investment Corp.

CIK 1737088 DALLAS, TX

Position in AGNC

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$286,496

-$144,062 QoQ

Shares Held

28,564

-28.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

17 quarters on record

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

Real Estate · as of Mar 31, 2026

Castleview Partners, LLC holds $903,252 across 3 REIT - Mortgage names. AGNC ranks #2 (31.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DX	Dynex Capital Inc	39,000	$497,640
2	AGNC	AGNC Investment Corp. This page	28,564	$286,496
3	ACRE	Ares Commercial Real Estate Corp	24,816	$119,116

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$286,496	28,564	-28.9%	Shares	Sole	2026-05-01
2025-12-31	$430,558	40,164	+17.4%	Shares	Sole	2026-01-12
2025-09-30	$334,915	34,210	-1.7%	Shares	Sole	2025-10-10
2025-06-30	$319,683	34,786	+1.1%	Shares	Sole	2025-07-16
2025-03-31	$329,504	34,395	-2.4%	Shares	Sole	2025-04-22
2024-12-31	$324,459	35,229	+1.3%	Shares	Sole	2025-01-21
2024-09-30	$363,777	34,778	-2.1%	Shares	Sole	2024-10-21
2024-06-30	$338,994	35,534	-0.2%	Shares	Sole	2024-07-31
2024-03-31	$352,667	35,623	-0.9%	Shares	Sole	2024-05-10
2023-12-31	$352,659	35,949	+0.3%	Shares	Sole	2024-02-05
2023-09-30	$338,508	35,859	+91.9%	Shares	Sole	2023-10-26
2023-06-30	$189,258	18,683	+4.9%	Shares	Sole	2023-08-15
2022-09-30	$150,027	17,818	+104.3%	Shares	Sole	2022-11-10
2022-06-30	$96,541	8,721	-56.7%	Shares	Sole	2022-08-17
2022-03-31	$263,545	20,118	-97.3%	Shares	Sole	2022-05-16
2021-12-31	$11,308,260	751,879	+1760.2%	Shares	Sole	2022-02-17
2021-06-30	$682,676	40,419	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.