Steward Partners Investment Advisory, LLC
Position in DX — Dynex Capital Inc
CIK 1723397
STAMFORD, CT
Position in DX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,607
+$4,055 QoQ
Shares Held
504
+152.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#259
of 289 holders
Holding Since
Dec 2021
4 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, 2026Steward Partners Investment Advisory, LLC holds $5,793,889 across 23 REIT - Mortgage names. DX ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
185,677 | $2,023,879 | |
| 2 | NLY |
Annaly Capital Management Inc
|
67,938 | $1,519,093 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
41,638 | $682,030 | |
| 4 | EFC |
Ellington Financial Inc.
|
19,807 | $269,573 | |
| 5 | RITM |
Rithm Capital Corp.
|
28,202 | $264,816 | |
| 6 | RWT |
Redwood Trust Inc
|
51,130 | $242,356 | |
| 7 | KREF |
KKR Real Estate Finance Trust Inc.
|
22,862 | $156,376 | |
| 8 | ABR |
Arbor Realty Trust Inc
|
26,446 | $143,337 |
All Filings in DX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,607 | 504 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,552 | 200 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,802 | 200 | Shares | Sole | 2026-02-12 | |
| 2021-12-31 | $116,970 | 7,000 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||