Position in AGNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$986,591
+$664,669 QoQ
Shares Held
90,513
+182.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#218
of 698 holders
Holding Since
Mar 2023
6 quarters on record
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $1,965,676 across 6 REIT - Mortgage names. AGNC ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
90,513 | $986,591 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
51,747 | $847,615 | |
| 3 | ORC |
Orchid Island Capital, Inc.
|
11,145 | $77,680 | |
| 4 | RITM |
Rithm Capital Corp.
|
4,566 | $42,874 | |
| 5 | KREF |
KKR Real Estate Finance Trust Inc.
|
1,202 | $8,221 | |
| 6 | PMT |
PennyMac Mortgage Investment Trust
|
239 | $2,695 |
All Filings in AGNC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $986,591 | 90,513 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $321,922 | 32,096 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $337,905 | 31,521 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $367,683 | 37,557 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $280,405 | 30,512 | Shares | Sole | 2025-07-21 | |
| 2023-03-31 | $8,094 | 803 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||