Position in AGNC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$298,300
+$34,552 QoQ
Shares Held
27,367
+4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#384
of 705 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Joel Isaacson & Co., LLC holds $480,826 across 2 REIT - Mortgage names. AGNC ranks #1 (62.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
27,367 | $298,300 | |
| 2 | RC |
Ready Capital Corp
|
104,301 | $182,526 |
All Filings in AGNC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,300 | 27,367 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $263,748 | 26,296 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $316,518 | 29,526 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $279,533 | 28,553 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $253,846 | 27,622 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $188,400 | 19,666 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $152,259 | 16,532 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $126,817 | 12,124 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $111,970 | 11,737 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $111,375 | 11,250 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||