Position in AGNC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$16,851
-$38,273 QoQ
Shares Held
1,546
-71.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#601
of 696 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026LRI Investments, LLC holds $29,754 across 7 REIT - Mortgage names. AGNC ranks #1 (56.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
1,546 | $16,851 | |
| 2 | BRSP |
BrightSpire Capital, Inc.
|
1,248 | $6,801 | |
| 3 | TWO-PC |
Two Harbors Investment Corp.
|
207 | $2,568 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
77 | $1,261 | |
| 5 | DX |
Dynex Capital Inc
|
79 | $1,035 | |
| 6 | KREF |
KKR Real Estate Finance Trust Inc.
|
98 | $670 | |
| 7 | RC |
Ready Capital Corp
|
325 | $568 |
All Filings in AGNC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,851 | 1,546 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $55,124 | 5,496 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $58,917 | 5,496 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $53,805 | 5,496 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $50,508 | 5,496 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $37,620 | 3,927 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $36,167 | 3,927 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $41,076 | 3,927 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $37,463 | 3,927 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||