Position in DX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,257,983
+$166,761 QoQ
Shares Held
95,956
+12.2% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#83
of 289 holders
Holding Since
Mar 2024
8 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, 2026Cetera Investment Advisers holds $73,534,364 across 27 REIT - Mortgage names. DX ranks #9 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
1,478,727 | $33,064,335 | |
| 2 | AGNC |
AGNC Investment Corp.
|
1,237,584 | $13,489,665 | |
| 3 | ARR |
Armour Residential REIT, Inc.
|
375,928 | $6,559,943 | |
| 4 | RITM |
Rithm Capital Corp.
|
521,069 | $4,892,837 | |
| 5 | ORC |
Orchid Island Capital, Inc.
|
473,000 | $3,296,810 | |
| 6 | STWD |
Starwood Property Trust, Inc.
|
150,599 | $2,466,811 | |
| 7 | IVR |
Invesco Mortgage Capital Inc.
|
247,749 | $1,957,217 | |
| 8 | BXMT |
Blackstone Mortgage Trust, Inc.
|
76,685 | $1,299,810 |
All Filings in DX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,257,983 | 95,956 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,091,222 | 85,519 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $842,253 | 60,118 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $585,655 | 47,653 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $307,320 | 25,149 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $216,132 | 16,600 | Shares | Sole | 2025-05-06 | |
| 2024-06-30 | $168,580 | 14,119 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $195,539 | 15,706 | Shares | Sole | 2024-05-24 | |
| No filing history on record for this holder in this stock. | ||||||