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Joel Greenblatt’s AGNC Holdings & Trades

First Buy
Q4 2019
Duration Held
11 Quarters
Largest Add
Q1 2025
+55,911 Shares
Current Position
76,517 Shares
$749,101 Value

Joel Greenblatt's AGNC Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 76,517 shares of AGNC Investment Corp. (AGNC) worth $749,101, representing 0.00% of the portfolio. First purchased in 2019-Q4, this medium-term investment has been held for 11 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in AGNC, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 55,911 shares. Largest reduction occurred in Q3 2020, reducing 18,527 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's AGNC Investment (AGNC) Holding Value Over Time

Track share changes against reported price movement

Quarterly AGNC Investment (AGNC) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2019 +23,204 New Buy 23,204 $17.67
Q1 2020 +8,692 Add 37.46% 31,896 $10.57
Q2 2020 -13,369 Reduce 41.91% 18,527 $12.90
Q3 2020 -18,527 Sold Out 0 $0.00
Q3 2022 +10,107 New Buy 10,107 $8.41
Q4 2022 -10,107 Sold Out 0 $0.00
Q1 2023 +11,542 New Buy 11,542 $10.08
Q2 2023 -11,542 Sold Out 0 $0.00
Q1 2025 +55,911 New Buy 55,911 $9.58
Q2 2025 +10,000 Add 17.89% 65,911 $9.19
Q3 2025 +10,606 Add 16.09% 76,517 $9.79

Joel Greenblatt's AGNC Investment Investment FAQs

Joel Greenblatt first purchased AGNC Investment Corp. (AGNC) in Q4 2019, acquiring 23,204 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held AGNC Investment Corp. (AGNC) for 11 quarters since Q4 2019.

Joel Greenblatt's largest addition to AGNC Investment Corp. (AGNC) was in Q1 2025, adding 55,911 shares worth $535,627.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 76,517 shares of AGNC Investment Corp. (AGNC), valued at approximately $749,101.

As of the Q3 2025 filing, AGNC Investment Corp. (AGNC) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in AGNC Investment Corp. (AGNC) was 76,517 shares, as reported at the end of Q3 2025.