Position in AGNC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,542,314
+$1,638,147 QoQ
Shares Held
253,471
+200.5% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 12.363939069952776.ToString("F0")%
Shared 0.ToString("F0")%
None 87.63606093004722.ToString("F0")%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $20,124,539 across 24 REIT - Mortgage names. AGNC ranks #2 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
372,025 | $7,868,328 | |
| 2 | AGNC |
AGNC Investment Corp.
This page
|
253,471 | $2,542,314 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
141,197 | $2,431,412 | |
| 4 | RITM |
Rithm Capital Corp.
|
218,060 | $2,067,208 | |
| 5 | LOAN |
Manhattan Bridge Capital, Inc
|
219,801 | $978,114 | |
| 6 | MFA |
Mfa Financial, Inc.
|
44,270 | $424,106 | |
| 7 | ABR |
Arbor Realty Trust Inc
|
51,409 | $396,363 | |
| 8 | BXMT |
Blackstone Mortgage Trust, Inc.
|
19,929 | $381,640 |
All Filings in AGNC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,542,314 | 253,471 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $904,167 | 84,344 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $349,091 | 35,658 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $307,607 | 33,472 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $407,341 | 42,520 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $284,054 | 30,842 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $412,699 | 39,455 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $387,657 | 40,635 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $531,045 | 53,641 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,404,686 | 245,126 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,045,259 | 322,591 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,821,191 | 179,782 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,377,347 | 533,467 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $4,965,888 | 479,796 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,150,243 | 492,903 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,794,040 | 433,066 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,458,781 | 340,365 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,890,346 | 325,156 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,300,612 | 336,120 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,321,234 | 374,259 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,617,329 | 275,497 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $3,723,766 | 238,703 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,327,995 | 239,252 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $3,242,943 | 251,391 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,211,918 | 209,066 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||