NIP
DX

Nicholas Investment Partners’s Dynex Capital DX Stock Holding History

Nicholas Investment Partners’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
2025
Q1 		– Sell
-237,476
Closed -$3M – 206
2024
Q4 		$3M Sell
237,476
-158,969
-40% -$1.98M 0.26% 133
2024
Q3 		$5.06M Buy
+396,445
New +$4.9M 0.46% 74

Other funds holding DX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Nicholas Investment Partners's DX Position: Q1 2025 in Review

Nicholas Investment Partners sold out of Dynex Capital (DX) in Q1 2025, closing a stake of 237,476 shares — an estimated $3M sold.

Nicholas Investment Partners first reported a position in DX in Q3 2024 and held it in 2 quarters. The position peaked at $5.06M in Q3 2024. 203 funds tracked by Wall St. Rank hold DX as of Q1 2025.

  • Nicholas Investment Partners reported no remaining Dynex Capital position as of Q1 2025 after selling out during the quarter.
  • Nicholas Investment Partners sold 237,476 Dynex Capital shares in Q1 2025, an estimated $3M.
  • Nicholas Investment Partners first reported a position in Dynex Capital in Q3 2024 and held it in 2 quarters.
  • Nicholas Investment Partners's Dynex Capital position peaked at $5.06M in Q3 2024.
  • 203 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2025.

Based on Nicholas Investment Partners's 13F filing for Q1 2025, filed 15 May 2025.