Position in DX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,049
+$7,284 QoQ
Shares Held
614
+923.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#257
of 289 holders
Holding Since
Mar 2020
21 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, 2026IFP Advisors, Inc holds $2,377,899 across 36 REIT - Mortgage names. DX ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
28,559 | $638,579 | |
| 2 | AGNC |
AGNC Investment Corp.
|
57,505 | $626,804 | |
| 3 | IVR |
Invesco Mortgage Capital Inc.
|
60,872 | $480,888 | |
| 4 | CIM |
Chimera Investment Corp
|
10,412 | $138,896 | |
| 5 | STWD |
Starwood Property Trust, Inc.
|
7,887 | $129,189 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
6,041 | $102,394 | |
| 7 | RITM |
Rithm Capital Corp.
|
8,529 | $80,087 | |
| 8 | BRSP |
BrightSpire Capital, Inc.
|
6,202 | $33,800 |
All Filings in DX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,049 | 614 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $765 | 60 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $756 | 54 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $479 | 39 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $4,509 | 369 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $8,254 | 634 | Shares | Sole | 2025-05-05 | |
| 2023-09-30 | $74,804 | 6,265 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $78,876 | 6,265 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $88,051 | 7,265 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $17 | 1,000 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $12,721 | 1,092 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $17,384 | 1,092 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $16,200 | 1,000 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $16,710 | 1,000 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $17,280 | 1,000 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $49,878 | 2,673 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $31,669 | 1,673 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $26,771 | 1,504 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||