Clearstead Trust, LLC

Position in AGNC — AGNC Investment Corp.

CIK 1708001 PORTLAND, ME

Position in AGNC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,580

+$126 QoQ

Shares Held

145

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#667

of 698 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Clearstead Trust, LLC holds $100,671 across 3 REIT - Mortgage names. AGNC ranks #3 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc.	5,494	$89,991
2	NLY	Annaly Capital Management Inc	407	$9,100
3	AGNC	AGNC Investment Corp. This page	145	$1,580

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,580	145	0.0%	Shares	Sole	2026-08-06
2026-03-31	$1,454	145	0.0%	Shares	Sole	2026-05-06
2025-12-31	$1,554	145	0.0%	Shares	Sole	2026-02-09
2025-09-30	$1,419	145	+806.2%	Shares	Sole	2025-11-10
2025-06-30	$147	16	-96.8%	Shares	Sole	2025-08-08
2025-03-31	$4,847	506	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.