Position in AGNC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$3,657,188
+$110,712 QoQ
Shares Held
364,625
+10.2% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026PFG Investments, LLC holds $11,480,824 across 12 REIT - Mortgage names. AGNC ranks #1 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
364,625 | $3,657,188 | |
| 2 | NLY |
Annaly Capital Management Inc
|
125,937 | $2,663,567 | |
| 3 | ABR |
Arbor Realty Trust Inc
|
219,442 | $1,691,897 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
57,713 | $993,817 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
71,830 | $758,524 | |
| 6 | IVR |
Invesco Mortgage Capital Inc.
|
66,709 | $539,008 | |
| 7 | EFC |
Ellington Financial Inc.
|
21,352 | $253,021 | |
| 8 | RITM |
Rithm Capital Corp.
|
25,615 | $242,830 |
All Filings in AGNC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,657,188 | 364,625 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,546,476 | 330,828 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,378,058 | 447,197 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,306,359 | 250,964 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,987,773 | 207,492 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,928,113 | 209,350 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,379,789 | 131,911 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,008,578 | 105,721 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,282,059 | 129,501 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $129,511 | 13,202 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $121,219 | 12,841 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $126,949 | 12,532 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $123,298 | 12,232 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||