Position in AGNC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,032,251
+$82,390 QoQ
Shares Held
94,702
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#212
of 698 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Sage Mountain Advisors LLC holds $1,399,775 across 2 REIT - Mortgage names. AGNC ranks #1 (73.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
94,702 | $1,032,251 | |
| 2 | REFI |
Chicago Atlantic Real Estate Finance, Inc.
|
34,284 | $367,524 |
All Filings in AGNC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,032,251 | 94,702 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $949,861 | 94,702 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,020,286 | 95,176 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,595,515 | 162,974 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||