Position in DX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$386,730
+$216,229 QoQ
Shares Held
29,499
+142.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#148
of 289 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in DX Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $10,745,551 across 20 REIT - Mortgage names. DX ranks #11 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
87,969 | $1,966,986 | |
| 2 | ARR |
Armour Residential REIT, Inc.
|
62,048 | $1,082,737 | |
| 3 | LADR |
Ladder Capital Corp
|
106,486 | $1,059,535 | |
| 4 | AGNC |
AGNC Investment Corp.
|
80,123 | $873,340 | |
| 5 | RITM |
Rithm Capital Corp.
|
78,341 | $735,621 | |
| 6 | STWD |
Starwood Property Trust, Inc.
|
44,814 | $734,051 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
42,679 | $723,408 | |
| 8 | ORC |
Orchid Island Capital, Inc.
|
94,013 | $655,270 |
All Filings in DX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,730 | 29,499 | Shares | Other | 2026-08-14 | |
| 2025-12-31 | $170,501 | 12,170 | Shares | Other | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||