Allspring Global Investments Reduces Stake in AGNC Investment

Asset manager cuts holding in mortgage REIT by 45% in Q4 2025

Apr. 3, 2026 at 7:05am

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A highly detailed, cinematic close-up image of heavy, industrial banking equipment and gears in shades of grey, bronze, and blue, conceptually representing the institutional financial infrastructure behind mortgage-backed securities.An extreme close-up of the complex financial machinery behind the mortgage-backed securities market reveals the institutional power and scale driving investment decisions.Bethesda Today

Allspring Global Investments Holdings LLC reduced its stake in AGNC Investment Corp. (NASDAQ:AGNC) by 45% during the fourth quarter of 2025, according to a recent SEC filing. The fund now owns 3.8 million shares of the real estate investment trust, down from 6.9 million shares previously.

Why it matters

AGNC Investment is one of the largest mortgage REITs, focusing on agency mortgage-backed securities. Institutional investors closely monitor changes in major shareholders as it can signal shifts in market sentiment or strategy around the company.

The details

Allspring Global Investments sold 3.1 million shares of AGNC Investment in Q4 2025, reducing its total holding to 3.8 million shares. This represents approximately 0.36% ownership in the REIT. No specific reason was given for the portfolio adjustment, though it may reflect broader market conditions or Allspring's own investment strategy.

  • Allspring Global Investments filed its 13F report for Q4 2025 on April 3, 2026.
  • The filing disclosed Allspring's reduced stake in AGNC Investment as of December 31, 2025.

The players

Allspring Global Investments Holdings LLC

An asset management firm that oversees over $600 billion in client assets.

AGNC Investment Corp.

A real estate investment trust that primarily invests in agency mortgage-backed securities.

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What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident

“Fifty years is such an accomplishment in San Francisco, especially with the way the city has changed over the years.”

— Gordon Edgar, grocery employee

The takeaway

This filing highlights the shifting investment landscape around mortgage REITs like AGNC as major institutional players adjust their portfolios. It underscores the need for AGNC to continue demonstrating strong performance and strategic positioning to retain the confidence of large shareholders.