Kestra Advisory Services, LLC

Position in AGNC — AGNC Investment Corp.

CIK 1830819 AUSTIN, TX

Position in AGNC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,201,820

+$196,050 QoQ

Shares Held

293,745

-2.0% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#119

of 698 holders

Holding Since

Dec 2022

11 quarters on record

Real Estate · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $20,011,371 across 15 REIT - Mortgage names. AGNC ranks #3 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	236,733	$5,293,349
2	STWD	Starwood Property Trust, Inc.	254,615	$4,170,593
3	AGNC	AGNC Investment Corp. This page	293,745	$3,201,820
4	LADR	Ladder Capital Corp	229,039	$2,278,938
5	RITM	Rithm Capital Corp.	109,593	$1,029,078
6	ARI	Apollo Commercial Real Estate Finance, Inc.	89,759	$958,626
7	BXMT	Blackstone Mortgage Trust, Inc.	53,269	$902,909
8	BRSP	BrightSpire Capital, Inc.	104,204	$567,911

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,201,820	293,745	-2.0%	Shares	Sole	2026-07-28
2026-03-31	$3,005,770	299,678	+66.2%	Shares	Sole	2026-04-30
2025-12-31	$1,932,976	180,315	+12.4%	Shares	Sole	2026-02-13
2025-09-30	$1,570,942	160,464	-26.5%	Shares	Sole	2025-11-14
2025-06-30	$2,007,527	218,447	+10.4%	Shares	Sole	2025-08-15
2025-03-31	$1,896,140	197,927	+4.3%	Shares	Sole	2025-05-14
2024-12-31	$1,747,680	189,759	+493.3%	Shares	Sole	2025-02-10
2024-09-30	$334,521	31,981	-85.6%	Shares	Sole	2024-11-13
2024-06-30	$2,113,653	221,557	+40.1%	Shares	Sole	2024-08-14
2024-03-31	$1,565,229	158,104	+1097.0%	Shares	Sole	2024-05-15
2022-12-31	$136,702	13,208	—	Shares	Sole	2023-01-31
No filing history on record for this holder in this stock.