Position in DX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$749,039
+$201,712 QoQ
Shares Held
57,135
+33.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#108
of 289 holders
Holding Since
Sep 2020
10 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in DX Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $45,459,448 across 18 REIT - Mortgage names. DX ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
1,465,104 | $15,969,633 | |
| 2 | NLY |
Annaly Capital Management Inc
|
423,650 | $9,472,813 | |
| 3 | RITM |
Rithm Capital Corp.
|
734,390 | $6,895,920 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
360,043 | $5,897,503 | |
| 5 | MFA |
Mfa Financial, Inc.
|
142,020 | $1,376,173 | |
| 6 | RWT |
Redwood Trust Inc
|
186,112 | $882,170 | |
| 7 | KREF |
KKR Real Estate Finance Trust Inc.
|
118,200 | $808,488 | |
| 8 | DX |
Dynex Capital Inc
This page
|
57,135 | $749,039 |
All Filings in DX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $749,039 | 57,135 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $547,327 | 42,894 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $470,595 | 33,590 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $232,993 | 18,958 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $182,432 | 14,929 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $269,383 | 20,690 | Shares | Defined | 2025-05-14 | |
| 2021-06-30 | $218,116 | 11,689 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $214,855 | 11,350 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $188,110 | 10,568 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $160,906 | 10,579 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||