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Curated Wealth Partners LLC

Position in AGNC — AGNC Investment Corp.

CIK 1781284 EL SEGUNDO, CA

Position in AGNC

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$654,000
New position
Shares Held
60,000
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 51 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

Curated Wealth Partners LLC holds $4,013,694 across 5 REIT - Mortgage names. AGNC ranks #2 (16.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AGNC
AGNC Investment Corp.
This page
60,000 $654,000

All Filings in AGNC

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $654,000 60,000