Position in AGNC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$18,465
+$9,975 QoQ
Shares Held
1,841
+132.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Clearstead Advisors, LLC holds $1,252,137 across 7 REIT - Mortgage names. AGNC ranks #3 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
65,505 | $1,127,996 | |
| 2 | NLY |
Annaly Capital Management Inc
|
3,974 | $84,050 | |
| 3 | AGNC |
AGNC Investment Corp.
This page
|
1,841 | $18,465 | |
| 4 | CMTG |
Claros Mortgage Trust, Inc.
|
3,194 | $7,601 | |
| 5 | ORC |
Orchid Island Capital, Inc.
|
850 | $5,975 | |
| 6 | RITM |
Rithm Capital Corp.
|
510 | $4,834 | |
| 7 | MITT |
TPG Mortgage Investment Trust, Inc.
|
440 | $3,216 |
All Filings in AGNC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,465 | 1,841 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,490 | 792 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,983 | 509 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,538 | 385 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,260 | 236 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,842 | 200 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,949 | 282 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,908 | 200 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,970 | 300 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,962 | 200 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,888 | 200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,026 | 200 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,016 | 200 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,070 | 200 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,684 | 200 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,214 | 200 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,620 | 200 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,008 | 200 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||