Position in AGNC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,131,755
+$426,384 QoQ
Shares Held
287,317
+6.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#123
of 698 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Ethic Inc. holds $7,013,555 across 6 REIT - Mortgage names. AGNC ranks #1 (44.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
287,317 | $3,131,755 | |
| 2 | NLY |
Annaly Capital Management Inc
|
120,923 | $2,703,838 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
49,162 | $805,273 | |
| 4 | MFA |
Mfa Financial, Inc.
|
15,936 | $154,419 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
11,206 | $119,680 | |
| 6 | ORC |
Orchid Island Capital, Inc.
|
14,145 | $98,590 |
All Filings in AGNC
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,131,755 | 287,317 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,705,371 | 269,728 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,399,650 | 223,848 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,493,562 | 152,560 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,153,960 | 125,567 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $740,917 | 77,340 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $660,845 | 71,753 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $221,783 | 21,203 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $316,413 | 33,167 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $209,909 | 21,203 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $477,305 | 48,655 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $690,564 | 73,153 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $949,890 | 93,770 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $836,388 | 82,975 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,328,691 | 128,376 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $604,564 | 71,801 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $792,257 | 71,568 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $902,144 | 68,866 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $807,888 | 53,716 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $207,123 | 13,134 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||