GIA
DX

Gladstone Institutional Advisory’s Dynex Capital DX Stock Holding History

Gladstone Institutional Advisory’s Portfolio DX Stock Details DX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-18,071
Closed -$231K – 903
2026
Q1 		$231K Buy
+18,071
New +$248K 0.01% 762
2025
Q2 		– Sell
-11,625
Closed -$151K – 764
2025
Q1 		$151K Sell
11,625
-2,271
-16% -$30.4K 0.01% 693
2024
Q4 		$176K Sell
13,896
-1,659
-11% -$20.7K 0.01% 677
2024
Q3 		$198K Buy
15,555
+4,075
+35% +$50.3K 0.01% 660
2024
Q2 		$137K Buy
+11,480
New +$138K 0.01% 641

Other funds holding DX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gladstone Institutional Advisory's DX Position: Q2 2026 in Review

Gladstone Institutional Advisory sold out of Dynex Capital (DX) in Q2 2026, closing a stake of 18,071 shares — an estimated $231K sold.

Gladstone Institutional Advisory first reported a position in DX in Q2 2024 and held it in 5 quarters. The position peaked at $231K in Q1 2026. 288 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Gladstone Institutional Advisory reported no remaining Dynex Capital position as of Q2 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 18,071 Dynex Capital shares in Q2 2026, an estimated $231K.
  • Gladstone Institutional Advisory first reported a position in Dynex Capital in Q2 2024 and held it in 5 quarters.
  • Gladstone Institutional Advisory's Dynex Capital position peaked at $231K in Q1 2026.
  • 288 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.