PRINCIPAL FINANCIAL GROUP INC
Position in NLY — Annaly Capital Management Inc
CIK 1126328
DES MOINES, IA
Position in NLY
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$34,242,525
+$1,065,965 QoQ
Shares Held
1,619,032
+9.1% QoQ
Ownership
0.221%
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, 2026PRINCIPAL FINANCIAL GROUP INC holds $152,044,152 across 15 REIT - Mortgage names. NLY ranks #1 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
1,619,032 | $34,242,525 | |
| 2 | RITM |
Rithm Capital Corp.
|
2,693,696 | $25,536,237 | |
| 3 | BXMT |
Blackstone Mortgage Trust, Inc.
|
770,901 | $14,762,753 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
777,465 | $13,387,947 | |
| 5 | LADR |
Ladder Capital Corp
|
1,323,789 | $12,933,418 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
543,935 | $9,072,835 | |
| 7 | ABR |
Arbor Realty Trust Inc
|
951,200 | $7,333,751 | |
| 8 | EFC |
Ellington Financial Inc.
|
605,681 | $7,177,319 |
All Filings in NLY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,242,525 | 1,619,032 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $33,176,560 | 1,483,746 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $28,824,087 | 1,426,229 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $25,989,666 | 1,380,960 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $27,008,298 | 1,329,803 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $23,516,121 | 1,285,034 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $23,286,799 | 1,160,279 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $31,763,279 | 1,666,489 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $37,087,256 | 1,883,558 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $35,557,101 | 1,835,679 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $34,270,652 | 1,821,938 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $37,108,063 | 1,854,476 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $35,417,842 | 1,853,367 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $38,684,013 | 1,835,105 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $29,666,190 | 1,728,799 | Shares | Defined | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||