Private Wealth Management Group, LLC
Position in AGNC — AGNC Investment Corp.
CIK 2011342
PRINCETON, NJ
Position in AGNC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,213
New position
Shares Held
570
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#635
of 698 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Private Wealth Management Group, LLC holds $18,405 across 10 REIT - Mortgage names. AGNC ranks #1 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
570 | $6,213 | |
| 2 | ADAM |
Adamas Trust, Inc.
|
298 | $2,795 | |
| 3 | RC |
Ready Capital Corp
|
1,387 | $2,427 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
136 | $2,305 | |
| 5 | CMTG |
Claros Mortgage Trust, Inc.
|
514 | $1,207 | |
| 6 | ACR |
ACRES Commercial Realty Corp.
|
64 | $1,138 | |
| 7 | ARR |
Armour Residential REIT, Inc.
|
40 | $698 | |
| 8 | NLY |
Annaly Capital Management Inc
|
28 | $626 |
All Filings in AGNC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,213 | 570 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||