Position in DX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$601,250
+$65,815 QoQ
Shares Held
45,862
+9.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#120
of 289 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DX Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Wealthspire Advisors, LLC holds $3,752,976 across 6 REIT - Mortgage names. DX ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
110,853 | $1,208,297 | |
| 2 | NLY |
Annaly Capital Management Inc
|
53,368 | $1,193,308 | |
| 3 | DX |
Dynex Capital Inc
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|
45,862 | $601,250 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
21,515 | $364,679 | |
| 5 | ACR |
ACRES Commercial Realty Corp.
|
11,563 | $205,705 | |
| 6 | STWD |
Starwood Property Trust, Inc.
|
10,973 | $179,737 |
All Filings in DX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $601,250 | 45,862 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $535,435 | 41,962 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $329,501 | 23,519 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $221,207 | 17,999 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $166,213 | 12,766 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $164,918 | 13,037 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $178,627 | 13,999 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $167,148 | 13,999 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $174,287 | 13,999 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $175,267 | 13,999 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $167,148 | 13,999 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $176,247 | 13,999 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $169,667 | 13,999 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $178,067 | 13,999 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $163,088 | 13,999 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $222,864 | 13,999 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $226,783 | 13,999 | Shares | Sole | 2022-05-09 | |
| 2020-03-31 | $264,466 | 25,332 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||