# AGNC Investment REIT performance > Live situation record from CLSTR: https://clstr.news/situations/agnc-investment-reit-performance > Updated: 2026-08-06T02:15:04.000Z. Sources: 2. Developments: 2. In late July 2026, AGNC Investment Corp., a mortgage REIT, was noted for a dividend yield exceeding 13% and a stable net spread and leverage. Institutional holdings shifted dramatically: Allspring Global Investments cut its stake by about 90%, while firms such as AQR Capital Management, NewEdge Advisors, UBS Asset Management, HSBC Holdings and Invesco increased their positions, leaving institutional investors with roughly 38% of the outstanding shares. By early August 2026, the REIT’s share price had risen about 2.2% to $10.84, and analysts from UBS, Piper Sandler and the Royal Bank of Canada upgraded price targets and reaffirmed positive ratings. The dividend remained ultra‑high at roughly 13.5%, and the company reported net spread income of $0.40 per share and a tangible book value of $8.58 per share. Leverage improved modestly to 7.4‑times, down from 7.6‑times a year earlier, indicating a slightly better risk profile. The narrative shows continued high‑yield appeal, shifting institutional ownership, and growing analyst confidence. ## Timeline ### 2026-08-06: AGNC Investment Shares Rise on Analyst Upgrades and High Dividend Yield AGNC Investment shares rose to $10.84 as analysts upgraded targets; the REIT maintains a 13.5% dividend yield, with solid quarterly earnings and reduced leverage. 2 sources. https://clstr.news/cluster/agnc-investment-shares-rise-on-analyst-upgrades-and-high-dividend-yield ### 2026-07-23: AGNC Investment Trust Yields Over 13% as Institutional Holdings Shift AGNC Investment Trust trades above a 13% yield; Allspring cuts its stake by 90% while other firms increase holdings, leaving institutions with about 38% ownership. 2 sources. https://clstr.news/cluster/agnc-investment-trust-yields-over-13-as-institutional-holdings-shift --- Cite as: AGNC Investment REIT performance. CLSTR, https://clstr.news/situations/agnc-investment-reit-performance