Position in DX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$91,626
-$8,095 QoQ
Shares Held
7,181
+0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
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, 2026EverSource Wealth Advisors, LLC holds $846,337 across 35 REIT - Mortgage names. DX ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
8,682 | $183,617 | |
| 2 | RITM |
Rithm Capital Corp.
|
10,309 | $97,727 | |
| 3 | DX |
Dynex Capital Inc
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|
7,181 | $91,626 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
5,153 | $88,732 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
8,026 | $84,752 | |
| 6 | BRSP |
BrightSpire Capital, Inc.
|
15,074 | $84,413 | |
| 7 | ARR |
Armour Residential REIT, Inc.
|
2,677 | $44,649 | |
| 8 | BXMT |
Blackstone Mortgage Trust, Inc.
|
1,986 | $38,028 |
All Filings in DX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $91,626 | 7,181 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $99,721 | 7,118 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $28,585 | 2,326 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $22,130 | 1,811 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,611 | 431 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,197 | 569 | Shares | Sole | 2025-02-10 | |
| 2023-06-30 | $3,625 | 288 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||