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, 2026Curated Wealth Partners LLC holds $4,013,694 across 5 REIT - Mortgage names. AGNC ranks #2 (16.3% of the industry book) .
All Filings in AGNC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $654,000 | 60,000 | Shares | Other | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||