BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in AGNC — AGNC Investment Corp.

CIK 2010186 CINCINNATI, OH

Position in AGNC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$152

+$12 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#694

of 698 holders

Holding Since

Dec 2023

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $160,693 across 5 REIT - Mortgage names. AGNC ranks #5 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARI	Apollo Commercial Real Estate Finance, Inc.	10,625	$113,475
2	NLY	Annaly Capital Management Inc	1,200	$26,832
3	RITM	Rithm Capital Corp.	1,267	$11,897
4	STWD	Starwood Property Trust, Inc.	509	$8,337
5	AGNC	AGNC Investment Corp. This page	14	$152

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$152	14	0.0%	Shares	Sole	2026-07-24
2026-03-31	$140	14	—	Shares	Sole	2026-05-06
2023-12-31 AGNCN	$49,660	2,000	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.