Position in AGNC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,285,469
-$395,709 QoQ
Shares Held
117,933
-29.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#189
of 698 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 19%
Shared 44%
None 37%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Corient Private Wealth LLC holds $17,623,398 across 17 REIT - Mortgage names. AGNC ranks #8 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
178,755 | $2,928,006 | |
| 2 | RITM |
Rithm Capital Corp.
|
243,339 | $2,284,953 | |
| 3 | BXMT |
Blackstone Mortgage Trust, Inc.
|
127,059 | $2,153,650 | |
| 4 | PMT |
PennyMac Mortgage Investment Trust
|
146,387 | $1,651,245 | |
| 5 | REFI |
Chicago Atlantic Real Estate Finance, Inc.
|
152,719 | $1,637,147 | |
| 6 | MFA |
Mfa Financial, Inc.
|
158,274 | $1,533,675 | |
| 7 | KREF |
KKR Real Estate Finance Trust Inc.
|
193,190 | $1,321,419 | |
| 8 | AGNC |
AGNC Investment Corp.
This page
|
117,933 | $1,285,469 |
All Filings in AGNC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,285,469 | 117,933 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,681,178 | 167,615 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,449,558 | 135,220 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $353,184 | 36,076 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $587,560 | 61,332 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $556,218 | 60,393 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $705,097 | 67,409 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $269,103 | 28,208 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $181,288 | 18,312 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $371,229 | 37,842 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $342,473 | 36,279 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $234,276 | 23,127 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $363,635 | 36,075 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $424,432 | 41,008 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||