Position in DX
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$368,381
-$33,649 QoQ
Shares Held
28,870
+0.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Maridea Wealth Management LLC holds $1,108,081 across 3 REIT - Mortgage names. DX ranks #2 (33.2% of the industry book) .
All Filings in DX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $368,381 | 28,870 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $402,030 | 28,696 | Shares | Sole | 2026-01-08 | |
| No filing history on record for this holder in this stock. | ||||||