Position in AGNC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$956,376
+$137,156 QoQ
Shares Held
87,741
+7.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#223
of 698 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $5,949,233 across 8 REIT - Mortgage names. AGNC ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
95,758 | $1,568,516 | |
| 2 | NLY |
Annaly Capital Management Inc
|
66,815 | $1,493,983 | |
| 3 | AGNC |
AGNC Investment Corp.
This page
|
87,741 | $956,376 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
53,730 | $910,723 | |
| 5 | RITM |
Rithm Capital Corp.
|
55,373 | $519,952 | |
| 6 | FBRT |
Franklin BSP Realty Trust, Inc.
|
22,011 | $179,169 | |
| 7 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
15,234 | $162,699 | |
| 8 | BRSP |
BrightSpire Capital, Inc.
|
28,957 | $157,815 |
All Filings in AGNC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $956,376 | 87,741 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $819,220 | 81,677 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||