Position in NLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$379,449
+$1,499 QoQ
Shares Held
16,970
-5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#458
of 788 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $1,300,292 across 5 REIT - Mortgage names. NLY ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
44,232 | $482,128 | |
| 2 | NLY |
Annaly Capital Management Inc
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|
16,970 | $379,449 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
13,085 | $214,332 | |
| 4 | FBRT |
Franklin BSP Realty Trust, Inc.
|
26,233 | $213,536 | |
| 5 | LFT |
Lument Finance Trust, Inc.
|
1,179 | $10,847 |
All Filings in NLY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,449 | 16,970 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $377,950 | 17,870 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $627,555 | 28,066 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $494,316 | 24,459 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $382,290 | 20,313 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $200,012 | 9,848 | Shares | Sole | 2025-08-01 | |
| 2021-09-30 | $2,014,350 | 239,234 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,124,397 | 239,234 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,019,237 | 234,795 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,011,607 | 238,060 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||