Advisors Asset Management, Inc.
Position in NLY — Annaly Capital Management Inc
CIK 1297376
Monument, CO
Position in NLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,042,420
-$219,574 QoQ
Shares Held
191,131
+0.3% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 80.23763805976006.ToString("F0")%
Shared 0.ToString("F0")%
None 19.762361940239938.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Advisors Asset Management, Inc. holds $56,758,437 across 12 REIT - Mortgage names. NLY ranks #7 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
1,111,158 | $11,144,914 | |
| 2 | ARR |
Armour Residential REIT, Inc.
|
588,768 | $9,820,650 | |
| 3 | TWO |
Two Harbors Investment Corp.
|
770,208 | $8,795,775 | |
| 4 | ABR |
Arbor Realty Trust Inc
|
1,025,450 | $7,906,219 | |
| 5 | DX |
Dynex Capital Inc
|
546,327 | $6,971,132 | |
| 6 | ORC |
Orchid Island Capital, Inc.
|
693,031 | $4,872,007 | |
| 7 | NLY |
Annaly Capital Management Inc
This page
|
191,131 | $4,042,420 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
125,781 | $1,328,247 |
All Filings in NLY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,042,420 | 191,131 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,261,994 | 190,608 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,023,992 | 199,109 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,110,062 | 218,388 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,654,970 | 229,196 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,429,375 | 351,332 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,023,411 | 449,597 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,427,821 | 547,105 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,619,990 | 640,934 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,014,427 | 723,512 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,797,876 | 627,213 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,218,045 | 610,597 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,331,145 | 488,286 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,134,399 | 338,444 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,995,687 | 291,124 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||