Position in NLY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$29,137,804
+$13,954,672 QoQ
Shares Held
1,377,674
+102.9% QoQ
Ownership
0.188%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $131,122,881 across 13 REIT - Mortgage names. NLY ranks #1 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
1,377,674 | $29,137,804 | |
| 2 | RITM |
Rithm Capital Corp.
|
2,731,999 | $25,899,350 | |
| 3 | AGNC |
AGNC Investment Corp.
|
1,508,916 | $15,134,427 | |
| 4 | ARR |
Armour Residential REIT, Inc.
|
664,247 | $11,079,639 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
782,514 | $8,263,347 | |
| 6 | EFC |
Ellington Financial Inc.
|
593,740 | $7,035,818 | |
| 7 | CIM |
Chimera Investment Corp
|
543,101 | $6,815,917 | |
| 8 | DX |
Dynex Capital Inc
|
531,415 | $6,780,855 |
All Filings in NLY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,137,804 | 1,377,674 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $15,183,132 | 679,031 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $14,506,333 | 717,780 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $16,315,622 | 866,930 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $4,087,467 | 201,254 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,479,448 | 135,489 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,235,352 | 211,029 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,034,921 | 106,764 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,431,006 | 123,464 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,216,732 | 217,694 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,899,373 | 154,140 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $16,531,061 | 826,140 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $23,216,547 | 1,214,890 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $35,229,570 | 1,671,232 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $21,599,515 | 1,258,713 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||