Position in DX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$983
-$9,107 QoQ
Shares Held
75
-90.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#278
of 289 holders
Holding Since
Jun 2025
3 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, 2026Clearstead Advisors, LLC holds $1,573,174 across 28 REIT - Mortgage names. DX ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
62,695 | $1,026,944 | |
| 2 | AGNC |
AGNC Investment Corp.
|
38,991 | $425,001 | |
| 3 | NLY |
Annaly Capital Management Inc
|
4,065 | $90,893 | |
| 4 | CMTG |
Claros Mortgage Trust, Inc.
|
3,233 | $7,597 | |
| 5 | ORC |
Orchid Island Capital, Inc.
|
918 | $6,398 | |
| 6 | MITT |
TPG Mortgage Investment Trust, Inc.
|
680 | $5,385 | |
| 7 | PMT |
PennyMac Mortgage Investment Trust
|
214 | $2,413 | |
| 8 | RWT |
Redwood Trust Inc
|
319 | $1,512 |
All Filings in DX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $983 | 75 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $10,090 | 821 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,020 | 820 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||