Position in DX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$13,110
New position
Shares Held
1,000
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#250
of 289 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Avion Wealth holds $75,011 across 8 REIT - Mortgage names. DX ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
2,820 | $30,738 | |
| 2 | NLY |
Annaly Capital Management Inc
|
692 | $15,473 | |
| 3 | DX |
Dynex Capital Inc
This page
|
1,000 | $13,110 | |
| 4 | RITM |
Rithm Capital Corp.
|
1,078 | $10,122 | |
| 5 | ABR |
Arbor Realty Trust Inc
|
774 | $4,195 | |
| 6 | RC |
Ready Capital Corp
|
312 | $546 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
31 | $525 | |
| 8 | ACR |
ACRES Commercial Realty Corp.
|
17 | $302 |
All Filings in DX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,110 | 1,000 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||