Dynex Capital Ownership | Who Owns Dynex Capital?
Dynex Capital Ownership Summary
Dynex Capital is owned by 45.62% institutional investors, 1.06% insiders, and 53.32% retail investors. Blackrock is the largest institutional shareholder, holding 11.14% of DX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.63% of its assets in Dynex Capital shares.
DX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Dynex Capital | 45.62% | 1.06% | 53.32% |
| Sector | Real Estate Stocks | 69.85% | 9.10% | 21.05% |
| Industry | Mortgage REIT Stocks | 51.49% | 5.03% | 43.48% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 6.58M | 11.14% | $78.52M |
| Blackrock funding, inc. /de | 9.24M | 8.17% | $112.96M |
| Vanguard group | 4.32M | 5.70% | $54.62M |
| Millennium management | 3.28M | 3.62% | $42.66M |
| Victory capital management | 2.03M | 2.68% | $25.66M |
| Geode capital management | 1.84M | 2.43% | $23.26M |
| State street | 1.67M | 2.20% | $21.11M |
| Mirae asset global etfs | 1.43M | 1.88% | $18.05M |
| Fmr | 1.35M | 1.79% | $17.13M |
| Invesco | 1.27M | 1.68% | $16.07M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pvg asset management | 76.47K | 3.62% | $913.09K |
| Algebris (uk) | 986.63K | 1.90% | $12.04M |
| Clayton partners | 105.00K | 1.08% | $1.28M |
| Mesirow institutional investment management | 1.06M | 1.03% | $13.41M |
| Axs investments | 84.39K | 0.42% | $1.03M |
| Park circle | 38.35K | 0.40% | $468.64K |
| Centerbook partners lp | 385.27K | 0.29% | $4.87M |
| Navellier & associates | 136.52K | 0.21% | $1.67M |
| Baybridge capital group | 25.91K | 0.20% | $316.62K |
| Peregrine capital management | 392.71K | 0.14% | $4.80M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 3.28M | 0.02% | 2.48M |
| Ubs group | 1.04M | 0.00% | 841.44K |
| Blackrock funding, inc. /de | 9.24M | 0.00% | 799.23K |
| Bank of america corp /de/ | 649.98K | 0.00% | 552.18K |
| Cubist systematic strategies | 523.02K | 0.04% | 523.02K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Renaissance | - | - | -1.43M |
| Mirae asset global investments | - | - | -629.48K |
| Hudson bay capital management lp | - | - | -440.80K |
| Hrt financial lp | - | - | -424.92K |
| Emg | - | - | -396.83K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cubist systematic strategies | 523.02K | 0.04% | 523.02K | $6.81M |
| Balyasny asset management | 400.34K | 0.01% | 400.34K | $4.89M |
| Summit financial | 179.08K | 0.05% | 179.08K | $2.22M |
| Franklin resources | 158.79K | 0.00% | 158.79K | $2.01M |
| Edgestream partners | 146.90K | 0.05% | 146.90K | $1.80M |
Sold Out
| Holder | Change |
|---|---|
| Fortitude family office | -16.00 |
| Capital performance advisors llp | -19.00 |
| Voisard asset management group | -25.00 |
| Lindbrook capital | -32.00 |
| Parkside financial bank & trust | -40.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 203 | -2.40% | 51,634,602 | 5.81% | 45 | 1.57% | 136 | -1.45% | 45 | -4.26% |
| Mar 31, 2025 | 6 | -96.81% | 3,983,282 | -89.96% | 4 | 0.16% | 5 | -95.76% | 1 | -97.50% |
| Dec 31, 2024 | 184 | 10.18% | 39,348,734 | 2.01% | 51 | 2.00% | 116 | 14.85% | 38 | 15.15% |
| Sep 30, 2024 | 166 | 7.10% | 38,498,843 | 1.36% | 50 | 1.23% | 100 | -2.91% | 33 | 22.22% |
| Jun 30, 2024 | 153 | 11.68% | 37,979,003 | 28.65% | 64 | 2.57% | 102 | 43.66% | 26 | -21.21% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 3.41M | 2.63% | -75.70K |
| Vanguard US Total Market Shares ETF | 2.37M | 2.46% | - |
| iShares Russell 2000 ETF | 2.57M | 1.98% | -48.93K |
| Fuh Hwa FTSE Mortgage REITs ETF | 1.58M | 1.64% | 243.83K |
| iShares Mortgage Real Estate Capped ETF | 1.36M | 1.04% | 7.69K |
| Invesco KBW High Dividend Yld Fincl ETF | 1.26M | 0.97% | 7.12K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.15M | 0.88% | -511.46K |
| VanEck Mortgage REIT Income ETF | 1.10M | 0.85% | - |
| Fidelity Real Estate Income | 1.06M | 0.82% | - |
| iShares Russell 2000 Value ETF | 926.85K | 0.71% | 688.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 14, 2023 | COLLIGAN ROBERT S | EVP and CFO | Buy | $97.28K |
| Oct 25, 2022 | BOSTON BYRON L | CEO and Co-CIO | Buy | $131.00K |
| Oct 26, 2022 | BOSTON BYRON L | CEO and Co-CIO | Buy | $29.02K |
| Sep 01, 2022 | Popenoe Smriti Laxman | President and Co-CIO | Buy | $31.00K |
| Aug 22, 2022 | BOSTON BYRON L | CEO and Co-CIO | Buy | $29.96K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
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