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Equibles

Clearstead Advisors, LLC

Position in AGNC — AGNC Investment Corp.

CIK 842775 CLEVELAND, OH
Back to AGNC Full portfolio

Position in AGNC

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$425,001
+$406,536 QoQ
Shares Held
38,991
+2017.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#339
of 703 holders
Holding Since
Dec 2021
19 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 Jun 30, 2026

Clearstead Advisors, LLC holds $1,573,174 across 28 REIT - Mortgage names. AGNC ranks #2 (27.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 STWD
Starwood Property Trust, Inc.
 62,695 $1,026,944
2 AGNC
AGNC Investment Corp.
This page 		38,991 $425,001
3 NLY
Annaly Capital Management Inc
 4,065 $90,893
4 CMTG
Claros Mortgage Trust, Inc.
 3,233 $7,597
5 ORC
Orchid Island Capital, Inc.
 918 $6,398
6 MITT
TPG Mortgage Investment Trust, Inc.
 680 $5,385
7 PMT
PennyMac Mortgage Investment Trust
 214 $2,413
8 RWT
Redwood Trust Inc
 319 $1,512

All Filings in AGNC

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $425,001 38,991
2026-03-31 $18,465 1,841
2025-12-31 $8,490 792
2025-09-30 $4,983 509
2025-06-30 $3,538 385
2025-03-31 $2,260 236
2024-12-31 $1,842 200
2024-09-30 $2,949 282
2024-06-30 $1,908 200
2024-03-31 $2,970 300
2023-12-31 $1,962 200
2023-09-30 $1,888 200
2023-06-30 $2,026 200
2023-03-31 $2,016 200
2022-12-31 $2,070 200
2022-09-30 $1,684 200
2022-06-30 $2,214 200
2022-03-31 $2,620 200
2021-12-31 $3,008 200