Position in DX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$419,025
+$282,115 QoQ
Shares Held
32,839
+194.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DX Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $74,981,324 across 13 REIT - Mortgage names. DX ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
1,297,168 | $27,435,103 | |
| 2 | AGNC |
AGNC Investment Corp.
|
2,063,027 | $20,692,160 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
816,379 | $14,058,046 | |
| 4 | RITM |
Rithm Capital Corp.
|
1,068,294 | $10,127,427 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
57,683 | $1,104,629 | |
| 6 | DX |
Dynex Capital Inc
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|
32,839 | $419,025 | |
| 7 | LADR |
Ladder Capital Corp
|
41,980 | $410,144 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
17,084 | $180,407 |
All Filings in DX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $419,025 | 32,839 | Shares | Sole | 2026-05-04 | |
| 2025-09-30 | $136,910 | 11,140 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $310,375 | 25,399 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $426,743 | 32,776 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $343,080 | 27,121 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $299,834 | 23,498 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $290,153 | 24,301 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||