Position in DX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,953,321
+$1,182,050 QoQ
Shares Held
530,383
+17.3% QoQ
Ownership
0.214%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 289 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DX Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $155,029,200 across 30 REIT - Mortgage names. DX ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
5,999,787 | $65,397,678 | |
| 2 | NLY |
Annaly Capital Management Inc
|
1,447,269 | $32,360,934 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
918,372 | $15,042,933 | |
| 4 | RITM |
Rithm Capital Corp.
|
841,617 | $7,902,783 | |
| 5 | DX |
Dynex Capital Inc
This page
|
530,383 | $6,953,321 | |
| 6 | MFA |
Mfa Financial, Inc.
|
402,827 | $3,903,393 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
220,984 | $3,745,678 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
287,236 | $3,067,680 |
All Filings in DX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,953,321 | 530,383 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,771,271 | 452,294 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,908,829 | 421,758 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,878,612 | 152,857 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,525,544 | 124,840 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,176,304 | 90,346 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,381,911 | 109,242 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,033,177 | 80,970 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $957,050 | 80,155 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $914,850 | 73,482 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $772,208 | 61,678 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $646,395 | 54,137 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $680,879 | 54,081 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $689,737 | 56,909 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $684,819 | 53,838 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $760,593 | 65,287 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $968,365 | 60,827 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $328,503 | 20,278 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $392,568 | 23,493 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $281,041 | 16,264 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $428,601 | 22,969 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||