FWL INVESTMENT MANAGEMENT, LLC

Position in AGNC — AGNC Investment Corp.

CIK 1829231 Dallas, TX

Position in AGNC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$11,846,948

+$2,593,501 QoQ

Shares Held

1,086,876

+17.8% QoQ

Ownership

0.092%

of shares outstanding

% of Portfolio

2.76%

of 13F equity value

Holder Rank

#52

of 701 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

FWL INVESTMENT MANAGEMENT, LLC holds $12,968,531 across 3 REIT - Mortgage names. AGNC ranks #1 (91.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp. This page	1,086,876	$11,846,948
2	NLY	Annaly Capital Management Inc	49,794	$1,113,393
3	STWD	Starwood Property Trust, Inc.	500	$8,190

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,846,948	1,086,876	+17.8%	Shares	Sole	2026-08-14
2026-03-31	$9,253,447	922,577	-26.4%	Shares	Sole	2026-05-15
2025-12-31	$13,441,239	1,253,847	+28.3%	Shares	Sole	2026-02-17
2025-09-30	$9,563,968	976,912	+17.8%	Shares	Sole	2025-11-17
2025-06-30	$7,624,465	829,648	+31.1%	Shares	Sole	2025-08-14
2025-03-31	$6,061,333	632,707	+20.9%	Shares	Sole	2025-05-15
2024-12-31	$4,821,628	523,521	-38.4%	Shares	Sole	2025-02-14
2024-09-30	$8,887,318	849,648	+6.6%	Shares	Sole	2024-11-14
2024-06-30	$7,602,578	796,916	-19.5%	Shares	Sole	2024-08-13
2024-03-31	$9,800,693	989,969	+22.1%	Shares	Sole	2024-05-13
2023-12-31	$7,955,645	810,973	-11.2%	Shares	Sole	2024-02-13
2023-09-30	$8,618,937	913,023	+106.7%	Shares	Sole	2023-11-13
2023-06-30	$4,474,664	441,724	+712.0%	Shares	Sole	2023-08-10
2023-03-31	$548,352	54,400	+141.8%	Shares	Sole	2023-05-10
2022-12-31	$232,875	22,500	-95.2%	Shares	Sole	2023-02-15
2022-09-30	$3,910,534	464,434	-17.2%	Shares	Sole	2022-11-14
2022-06-30	$6,212,760	561,225	+27.6%	Shares	Sole	2022-08-08
2022-03-31	$5,764,026	440,002	-14.5%	Shares	Sole	2022-05-11
2021-12-31	$7,737,042	514,431	-0.3%	Shares	Sole	2022-02-08
2021-09-30	$8,137,950	516,040	+12.9%	Shares	Sole	2021-11-10
2021-06-30	$7,718,949	457,013	+2.6%	Shares	Sole	2021-08-05
2021-03-31	$7,462,406	445,251	+29.7%	Shares	Sole	2021-05-14
2020-12-31	$5,356,821	343,386	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.