Concurrent Investment Advisors, LLC

Position in AGNC — AGNC Investment Corp.

CIK 2001015 Tampa, FL

Position in AGNC

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$134,220

-$66,174 QoQ

Shares Held

13,382

-36.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

4 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

Concurrent Investment Advisors, LLC holds $7,385,220 across 5 REIT - Mortgage names. AGNC ranks #5 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc.	237,658	$4,092,470
2	ABR	Arbor Realty Trust Inc	195,358	$1,506,210
3	RITM	Rithm Capital Corp.	149,482	$1,417,088
4	RWT	Redwood Trust Inc	41,931	$235,232
5	AGNC	AGNC Investment Corp. This page	13,382	$134,220

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$134,220	13,382	-36.0%	Shares	Sole	2026-04-21
2025-03-31	$200,394	20,918	-27.9%	Shares	Sole	2025-04-29
2024-12-31	$267,228	29,015	-13.5%	Shares	Sole	2025-02-03
2024-09-30	$351,027	33,559	—	Shares	Sole	2024-10-30
No filing history on record for this holder in this stock.