Position in NLY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,020,468
+$47,088 QoQ
Shares Held
224,529
-4.5% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#142
of 781 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $6,900,176 across 4 REIT - Mortgage names. NLY ranks #1 (72.8% of the industry book) .
All Filings in NLY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,020,468 | 224,529 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,973,380 | 235,148 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,368,144 | 240,078 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,726,736 | 332,842 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,251,571 | 332,177 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,682,843 | 329,042 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $5,797,440 | 316,800 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,372,225 | 317,500 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,683,958 | 298,214 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $5,751,685 | 292,112 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,823,183 | 300,629 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,459,433 | 290,241 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,630,934 | 281,406 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,343,079 | 279,596 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,277,567 | 250,359 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,341,274 | 252,988 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,198,323 | 879,581 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $5,906,897 | 839,048 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,252,864 | 799,599 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $8,859,717 | 1,052,223 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,948,136 | 1,007,673 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,946,339 | 923,993 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $3,054,886 | 361,525 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,532,683 | 355,714 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,254,770 | 343,715 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,280,173 | 646,977 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||