Position in AGNC
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$4,416,069
+$1,873,755 QoQ
Shares Held
405,144
+59.8% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#101
of 698 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $21,993,811 across 27 REIT - Mortgage names. AGNC ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
351,166 | $7,852,071 | |
| 2 | AGNC |
AGNC Investment Corp.
This page
|
405,144 | $4,416,069 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
205,427 | $3,364,894 | |
| 4 | RITM |
Rithm Capital Corp.
|
100,971 | $948,117 | |
| 5 | MFA |
Mfa Financial, Inc.
|
43,916 | $425,546 | |
| 6 | TWO-PC |
Two Harbors Investment Corp.
|
15,118 | $377,194 | |
| 7 | LADR |
Ladder Capital Corp
|
35,112 | $349,364 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
32,141 | $343,265 |
All Filings in AGNC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,416,069 | 405,144 | Shares | Sole | 2026-08-19 | |
| 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 | |
| 2023-06-30 | $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 | |
| 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. | ||||||