PRINCIPAL FINANCIAL GROUP INC

Position in NLY — Annaly Capital Management Inc

CIK 1126328 DES MOINES, IA

Back to NLY Full portfolio

Position in NLY

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$37,555,162

+$3,312,637 QoQ

Shares Held

1,679,569

+3.7% QoQ

Ownership

0.223%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#38

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, 2026

PRINCIPAL FINANCIAL GROUP INC holds $133,237,132 across 13 REIT - Mortgage names. NLY ranks #1 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc This page	1,679,569	$37,555,162
2	RITM	Rithm Capital Corp.	2,692,907	$25,286,396
3	STWD	Starwood Property Trust, Inc.	791,268	$12,960,969
4	BXMT	Blackstone Mortgage Trust, Inc.	755,358	$12,803,317
5	ARR	Armour Residential REIT, Inc.	599,580	$10,462,670
6	EFC	Ellington Financial Inc.	606,012	$8,247,823
7	TWO-PC	Two Harbors Investment Corp.	507,717	$6,300,767
8	ABR	Arbor Realty Trust Inc	929,675	$5,038,837

All Filings in NLY

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,555,162	1,679,569	+3.7%	Shares	Defined	2026-08-04
2026-03-31	$34,242,525	1,619,032	+9.1%	Shares	Defined	2026-05-04
2025-12-31	$33,176,560	1,483,746	+4.0%	Shares	Defined	2026-02-02
2025-09-30	$28,824,087	1,426,229	+3.3%	Shares	Defined	2025-11-04
2025-06-30	$25,989,666	1,380,960	+3.8%	Shares	Defined	2025-08-08
2025-03-31	$27,008,298	1,329,803	+3.5%	Shares	Defined	2025-04-28
2024-12-31	$23,516,121	1,285,034	+10.8%	Shares	Defined	2025-01-31
2024-09-30	$23,286,799	1,160,279	-30.4%	Shares	Defined	2024-10-31
2024-06-30	$31,763,279	1,666,489	-11.5%	Shares	Defined	2024-07-29
2024-03-31	$37,087,256	1,883,558	+2.6%	Shares	Defined	2024-04-29
2023-12-31	$35,557,101	1,835,679	+0.8%	Shares	Defined	2024-02-07
2023-09-30	$34,270,652	1,821,938	-1.8%	Shares	Defined	2023-11-02
2023-06-30	$37,108,063	1,854,476	+0.1%	Shares	Defined	2023-08-07
2023-03-31	$35,417,842	1,853,367	+1.0%	Shares	Defined	2023-05-09
2022-12-31	$38,684,013	1,835,105	+6.1%	Shares	Defined	2023-02-09
2022-09-30	$29,666,190	1,728,799	+767.2%	Shares	Defined	2022-11-09
2022-06-30	$1,178,145	199,348	+16.0%	Shares	Defined	2022-08-10
2022-03-31	$1,210,147	171,896	+33.2%	Shares	Defined	2022-05-09
2021-12-31	$1,009,522	129,095	-9.8%	Shares	Defined	2022-02-09
2021-09-30	$1,204,581	143,062	-2.9%	Shares	Defined	2021-11-09
2021-06-30	$1,308,857	147,394	+34.6%	Shares	Defined	2021-08-10
2021-03-31	$941,475	109,474	+31.3%	Shares	Defined	2021-05-10
2020-12-31	$704,425	83,364	-19.7%	Shares	Defined	2021-02-23
2020-09-30	$739,326	103,838	-13.0%	Shares	Defined	2020-11-06
2020-06-30	$782,647	119,306	-24.2%	Shares	Defined	2020-08-05
2020-03-31	$798,519	157,499	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.