Position in DX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,933
+$2,900 QoQ
Shares Held
300
+270.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#268
of 290 holders
Holding Since
Dec 2024
6 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, 2026Cornerstone Planning Group LLC holds $26,405 across 10 REIT - Mortgage names. DX ranks #2 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
734 | $12,022 | |
| 2 | DX |
Dynex Capital Inc
This page
|
300 | $3,933 | |
| 3 | IVR |
Invesco Mortgage Capital Inc.
|
323 | $2,551 | |
| 4 | AGNC |
AGNC Investment Corp.
|
216 | $2,354 | |
| 5 | ORC |
Orchid Island Capital, Inc.
|
272 | $1,895 | |
| 6 | NLY |
Annaly Capital Management Inc
|
58 | $1,296 | |
| 7 | EFC |
Ellington Financial Inc.
|
56 | $762 | |
| 8 | BXMT |
Blackstone Mortgage Trust, Inc.
|
41 | $694 |
All Filings in DX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,933 | 300 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,033 | 81 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $994 | 71 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $675 | 55 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $672 | 55 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $708 | 56 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||