Regal Investment Advisors LLC

Position in AGNC — AGNC Investment Corp.

CIK 1559789 KENTWOOD, MI

Position in AGNC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$983,081

+$196,429 QoQ

Shares Held

90,191

+15.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#221

of 701 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Regal Investment Advisors LLC holds $1,663,168 across 3 REIT - Mortgage names. AGNC ranks #1 (59.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp. This page	90,191	$983,081
2	STWD	Starwood Property Trust, Inc.	23,110	$378,541
3	NLY	Annaly Capital Management Inc	13,486	$301,546

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$983,081	90,191	+15.0%	Shares	Sole	2026-08-14
2026-03-31	$786,652	78,430	-9.3%	Shares	Sole	2026-05-14
2025-12-31	$927,172	86,490	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.