FI

Fundrise Income Real Estate Fund, LLC

Mutual Fund
Fundrise Income Real Estate Fund, LLC
Last update 2025-06-20 20 Stocks (0 new)
Value $164.00 Mil Turnover 0 %
Countries:
Top Holdings: AGNC(12.49%)AGNC(9.37%)AGNC(8.80%)AGNC(8.02%)AGNC(7.37%)
Summary Stock Picks Current Portfolio
Fundrise Income Real Estate Fu... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AGNC
AGNC Investment Corp
16,392,690
20,434.9
0%
12.490
0%
1.610
+13.21%
+12.80%
10,031.6
REITs
AGNC
AGNC Investment Corp
15,300,000
15,334.6
0%
9.370
0%
1.500
+13.21%
+12.80%
10,031.6
REITs
AGNC
AGNC Investment Corp
14,024,235
14,408.7
0%
8.800
0%
1.370
+13.21%
+12.80%
10,031.6
REITs
AGNC
AGNC Investment Corp
10,960,094
13,131.3
0%
8.020
0%
1.070
+13.21%
+12.80%
10,031.6
REITs
AGNC
AGNC Investment Corp
10,730,363
12,061.2
0%
7.370
0%
1.050
+13.21%
+12.80%
10,031.6
REITs
AGNC
AGNC Investment Corp
10,787,243
11,907.5
0%
7.280
0%
1.060
+13.21%
+12.80%
10,031.6
REITs
AGNC
AGNC Investment Corp
9,160,949
11,030.6
0%
6.740
0%
0.900
+13.21%
+12.80%
10,031.6
REITs
AGNC
AGNC Investment Corp
1,061,100
10,165.3
0%
6.210
0%
0.100
+13.21%
+12.80%
10,031.6
REITs
AGNC
AGNC Investment Corp
8,403,132
10,165.2
0%
6.210
0%
0.820
+13.21%
+12.80%
10,031.6
REITs
AGNC
AGNC Investment Corp
6,835,000
9,692.0
0%
5.920
0%
0.670
+13.21%
+12.80%
10,031.6
REITs

Fundrise Income Real Estate Fund, LLC's Historical Top Holdings Breakdowns

Fundrise Income Real Estate Fund, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AGNC
AGNC Investment Corp
2025-03-31
Reduce
Reduce
-0.11%
●
9.12 ($9.99) 10.54
$9.63
-3.60%
Reduce -9.74%
1,537,600
-165,999
AGNC
AGNC Investment Corp
2024-12-31
New Buy
New Buy
+1.12%
●
9.21 ($9.75) 10.6
$9.63
-1.23%
New holding
1,537,600
1,537,600
NLY
Annaly Capital Management Inc
2024-06-30
Sold Out
Sold Out
-100.00%
●
17.71 ($19.41) 20.39
$20.59
6.08%
Sold Out
0
-1,248,812
AGNC
AGNC Investment Corp
2024-03-31
Sold Out
Sold Out
-22.70%
●
9.21 ($9.65) 10.07
$9.63
-0.21%
Sold Out
0
-782,270
NLY
Annaly Capital Management Inc
2024-03-31
Reduce
Reduce
-5.76%
●
18.36 ($19.28) 20.12
$20.59
6.79%
Reduce -7.46%
1,248,812
-100,600
NLY
Annaly Capital Management Inc
2023-12-31
Reduce
Reduce
-15.44%
●
14.73 ($17.84) 20.53
$20.59
15.41%
Reduce -22.38%
1,349,412
-389,004
AGNC
AGNC Investment Corp
2023-12-31
Reduce
Reduce
-15.43%
●
6.94 ($8.79) 10.13
$9.63
9.56%
Reduce -49.77%
782,270
-775,000
NLY
Annaly Capital Management Inc
2023-09-30
New Buy
New Buy
+68.99%
●
18.74 ($19.87) 20.8
$20.59
3.62%
New holding
1,738,416
1,738,416
AGNC
AGNC Investment Corp
2023-09-30
New Buy
New Buy
+31.01%
●
9.38 ($9.9) 10.5
$9.63
-2.73%
New holding
1,557,270
1,557,270

Fundrise Income Real Estate Fund, LLC Total Holding History ($B)

To

Fundrise Income Real Estate Fund, LLC's Asset Allocation

To

Fundrise Income Real Estate Fund, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Fundrise Income Real Estate Fund, LLC's Hypothetical Growth since 2025-03-31

Fundrise Income Real Estate Fund, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Fundrise Income Real Estate Fund, LLC's Holdings Heat Map

Size field:

Fundrise Income Real Estate Fund, LLC's Holdings Bubble Chart

Fundrise Income Real Estate Fund, LLC News

  • 1

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