Position in DX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,763,295
+$722,347 QoQ
Shares Held
134,500
+64.9% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#74
of 289 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DX Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Simplify Asset Management Inc. holds $12,343,425 across 8 REIT - Mortgage names. DX ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RITM |
Rithm Capital Corp.
|
411,593 | $3,864,858 | |
| 2 | DX |
Dynex Capital Inc
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|
134,500 | $1,763,295 | |
| 3 | MFA |
Mfa Financial, Inc.
|
167,746 | $1,625,458 | |
| 4 | NLY |
Annaly Capital Management Inc
|
71,839 | $1,606,320 | |
| 5 | AGNC |
AGNC Investment Corp.
|
115,485 | $1,258,786 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
53,900 | $940,555 | |
| 7 | CIM |
Chimera Investment Corp
|
51,025 | $680,673 | |
| 8 | PMT |
PennyMac Mortgage Investment Trust
|
53,500 | $603,480 |
All Filings in DX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,763,295 | 134,500 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,040,948 | 81,579 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,499,070 | 107,000 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||