Institute for Wealth Management, LLC.
Position in AGNC — AGNC Investment Corp.
CIK 1533954
DENVER, CO
Position in AGNC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$15,619
New position
Shares Held
1,433
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#607
of 701 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $113,441 across 6 REIT - Mortgage names. AGNC ranks #4 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
1,976 | $32,366 | |
| 2 | RC |
Ready Capital Corp
|
16,346 | $28,605 | |
| 3 | DX |
Dynex Capital Inc
|
1,250 | $16,387 | |
| 4 | AGNC |
AGNC Investment Corp.
This page
|
1,433 | $15,619 | |
| 5 | NLY |
Annaly Capital Management Inc
|
550 | $12,298 | |
| 6 | EFC |
Ellington Financial Inc.
|
600 | $8,166 |
All Filings in AGNC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,619 | 1,433 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||