Position in AGNC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,258,786
+$220,832 QoQ
Shares Held
115,485
+11.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#192
of 698 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Simplify Asset Management Inc. holds $12,343,425 across 8 REIT - Mortgage names. AGNC ranks #5 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RITM |
Rithm Capital Corp.
|
411,593 | $3,864,858 | |
| 2 | DX |
Dynex Capital Inc
|
134,500 | $1,763,295 | |
| 3 | MFA |
Mfa Financial, Inc.
|
167,746 | $1,625,458 | |
| 4 | NLY |
Annaly Capital Management Inc
|
71,839 | $1,606,320 | |
| 5 | AGNC |
AGNC Investment Corp.
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|
115,485 | $1,258,786 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
53,900 | $940,555 | |
| 7 | CIM |
Chimera Investment Corp
|
51,025 | $680,673 | |
| 8 | PMT |
PennyMac Mortgage Investment Trust
|
53,500 | $603,480 |
All Filings in AGNC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,258,786 | 115,485 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,037,954 | 103,485 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,361,836 | 127,037 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $841,940 | 86,000 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $790,340 | 86,000 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,080,449 | 321,550 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,322,095 | 143,550 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,380,720 | 132,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,717,200 | 180,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,782,000 | 180,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,765,800 | 180,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $623,040 | 66,000 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||