Position in AGNC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,326,964
+$82,020 QoQ
Shares Held
213,483
-4.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Simplicity Wealth,LLC holds $9,273,620 across 6 REIT - Mortgage names. AGNC ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
124,321 | $2,779,817 | |
| 2 | AGNC |
AGNC Investment Corp.
This page
|
213,483 | $2,326,964 | |
| 3 | ARR |
Armour Residential REIT, Inc.
|
114,785 | $2,002,998 | |
| 4 | TWO-PC |
Two Harbors Investment Corp.
|
42,791 | $1,067,635 | |
| 5 | CIM |
Chimera Investment Corp
|
70,482 | $940,229 | |
| 6 | RITM |
Rithm Capital Corp.
|
16,611 | $155,977 |
All Filings in AGNC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,326,964 | 213,483 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,244,944 | 223,823 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,518,149 | 234,902 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,996,650 | 203,948 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $2,953,954 | 308,346 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||