Position in AGNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$109,969
New position
Shares Held
10,089
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#540
of 698 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 4%
Shared 0%
None 96%
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Modern Wealth Management, LLC holds $2,810,902 across 7 REIT - Mortgage names. AGNC ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
80,069 | $1,311,529 | |
| 2 | NLY |
Annaly Capital Management Inc
|
34,252 | $765,872 | |
| 3 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
18,221 | $194,600 | |
| 4 | FBRT |
Franklin BSP Realty Trust, Inc.
|
20,788 | $169,213 | |
| 5 | BRSP |
BrightSpire Capital, Inc.
|
27,778 | $151,390 | |
| 6 | AGNC |
AGNC Investment Corp.
This page
|
10,089 | $109,969 | |
| 7 | ADAM |
Adamas Trust, Inc.
|
11,549 | $108,329 |
All Filings in AGNC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,969 | 10,089 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||