Position in AGNC
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$9,919
+$111 QoQ
Shares Held
989
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $1,884,131 across 35 REIT - Mortgage names. AGNC ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
85,394 | $1,470,484 | |
| 2 | BXMT |
Blackstone Mortgage Trust, Inc.
|
11,592 | $221,986 | |
| 3 | NLY |
Annaly Capital Management Inc
|
3,590 | $75,928 | |
| 4 | RITM |
Rithm Capital Corp.
|
4,782 | $45,333 | |
| 5 | ABR |
Arbor Realty Trust Inc
|
2,017 | $15,551 | |
| 6 | AGNC |
AGNC Investment Corp.
This page
|
989 | $9,919 | |
| 7 | ARR |
Armour Residential REIT, Inc.
|
259 | $4,320 | |
| 8 | FBRT |
Franklin BSP Realty Trust, Inc.
|
481 | $4,083 |
All Filings in AGNC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,919 | 989 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $9,808 | 915 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $587 | 60 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $551 | 60 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $47,900 | 5,000 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $84,732 | 9,200 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $96,336 | 9,210 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $87,768 | 9,200 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $91,080 | 9,200 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $90,252 | 9,200 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||