Position in AGNC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,681,178
+$231,620 QoQ
Shares Held
167,615
+24.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 64.68845231929271.ToString("F0")%
Shared 26.5655677479192.ToString("F0")%
None 8.745979932788089.ToString("F0")%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Corient Private Wealth LLC holds $18,223,444 across 17 REIT - Mortgage names. AGNC ranks #5 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
294,391 | $5,069,413 | |
| 2 | RITM |
Rithm Capital Corp.
|
274,847 | $2,605,549 | |
| 3 | BXMT |
Blackstone Mortgage Trust, Inc.
|
110,192 | $2,110,176 | |
| 4 | REFI |
Chicago Atlantic Real Estate Finance, Inc.
|
156,217 | $1,768,376 | |
| 5 | AGNC |
AGNC Investment Corp.
This page
|
167,615 | $1,681,178 | |
| 6 | ABR |
Arbor Realty Trust Inc
|
154,119 | $1,188,257 | |
| 7 | MFA |
Mfa Financial, Inc.
|
107,824 | $1,032,953 | |
| 8 | NLY |
Annaly Capital Management Inc
|
34,268 | $724,768 |
All Filings in AGNC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| 2025-06-30 | $266,353 | 28,983 | Shares | Sole | 2025-09-26 | |
| 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. | ||||||