WealthTrust Axiom LLC

Position in AGNC — AGNC Investment Corp.

CIK 1425949 WAYNE, PA

Position in AGNC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$198,380

+$10,819 QoQ

Shares Held

18,200

-2.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#444

of 698 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

WealthTrust Axiom LLC holds $2,115,284 across 5 REIT - Mortgage names. AGNC ranks #3 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc.	50,216	$822,538
2	NLY	Annaly Capital Management Inc	32,960	$736,985
3	AGNC	AGNC Investment Corp. This page	18,200	$198,380
4	EFC	Ellington Financial Inc.	13,150	$178,971
5	RITM	Rithm Capital Corp.	19,000	$178,410

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$198,380	18,200	-2.7%	Shares	Sole	2026-08-11
2026-03-31	$187,561	18,700	-2.6%	Shares	Sole	2026-05-11
2025-12-31	$205,824	19,200	-9.4%	Shares	Sole	2026-02-13
2025-09-30	$207,548	21,200	+19.8%	Shares	Sole	2025-11-14
2025-06-30	$162,663	17,700	-12.4%	Shares	Sole	2025-08-13
2025-03-31	$193,516	20,200	+24.7%	Shares	Sole	2025-05-14
2024-12-31	$149,202	16,200	0.0%	Shares	Sole	2025-02-13
2024-09-30	$169,452	16,200	—	Shares	Sole	2024-11-13
No filing history on record for this holder in this stock.