Synergy Investment Management, LLC

Position in AGNC — AGNC Investment Corp.

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in AGNC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$392

New position

Shares Held

36

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#683

of 698 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Synergy Investment Management, LLC holds $37,148 across 4 REIT - Mortgage names. AGNC ranks #4 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	1,509	$33,740
2	ARI	Apollo Commercial Real Estate Finance, Inc.	244	$2,605
3	GPMT	Granite Point Mortgage Trust Inc.	274	$411
4	AGNC	AGNC Investment Corp. This page	36	$392

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$392	36	—	Shares	Other	2026-08-14
No filing history on record for this holder in this stock.