Position in DX
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$3,552
+$95 QoQ
Shares Held
271
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#269
of 289 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DX Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $178,249 across 20 REIT - Mortgage names. DX ranks #11 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
1,941 | $43,400 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
1,800 | $29,484 | |
| 3 | RITM |
Rithm Capital Corp.
|
3,090 | $29,015 | |
| 4 | AGNC |
AGNC Investment Corp.
|
1,396 | $15,216 | |
| 5 | ARR |
Armour Residential REIT, Inc.
|
590 | $10,295 | |
| 6 | RWT |
Redwood Trust Inc
|
2,000 | $9,480 | |
| 7 | ABR |
Arbor Realty Trust Inc
|
1,647 | $8,926 | |
| 8 | MFA |
Mfa Financial, Inc.
|
500 | $4,845 |
All Filings in DX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,552 | 271 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $3,457 | 271 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,393 | 385 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,330 | 271 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,631 | 379 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,049 | 311 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $2,934 | 232 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,250 | 98 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $226 | 19 | Shares | Sole | 2024-07-02 | |
| No filing history on record for this holder in this stock. | ||||||