Position in AGNC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$16,350
+$1,305 QoQ
Shares Held
1,500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#602
of 696 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Aventura Private Wealth, LLC holds $105,788 across 7 REIT - Mortgage names. AGNC ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
1,753 | $39,197 | |
| 2 | AGNC |
AGNC Investment Corp.
This page
|
1,500 | $16,350 | |
| 3 | RITM |
Rithm Capital Corp.
|
1,490 | $13,991 | |
| 4 | DX |
Dynex Capital Inc
|
1,000 | $13,110 | |
| 5 | TWO-PC |
Two Harbors Investment Corp.
|
797 | $9,890 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
540 | $9,153 | |
| 7 | ABR |
Arbor Realty Trust Inc
|
756 | $4,097 |
All Filings in AGNC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,350 | 1,500 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $15,045 | 1,500 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $16,080 | 1,500 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $14,685 | 1,500 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $13,785 | 1,500 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $11,582 | 1,209 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $11,134 | 1,209 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||