Position in NLY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$32,360,934
+$3,884,384 QoQ
Shares Held
1,447,269
+7.5% QoQ
Ownership
0.192%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#43
of 781 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $155,029,200 across 30 REIT - Mortgage names. NLY ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
5,999,787 | $65,397,678 | |
| 2 | NLY |
Annaly Capital Management Inc
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|
1,447,269 | $32,360,934 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
918,372 | $15,042,933 | |
| 4 | RITM |
Rithm Capital Corp.
|
841,617 | $7,902,783 | |
| 5 | DX |
Dynex Capital Inc
|
530,383 | $6,953,321 | |
| 6 | MFA |
Mfa Financial, Inc.
|
402,827 | $3,903,393 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
220,984 | $3,745,678 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
287,236 | $3,067,680 |
All Filings in NLY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,360,934 | 1,447,269 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $28,476,550 | 1,346,409 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $27,756,407 | 1,241,342 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $24,093,856 | 1,192,175 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $19,087,959 | 1,014,238 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $17,291,873 | 851,397 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $12,597,445 | 688,385 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $14,184,673 | 706,760 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $12,554,364 | 658,676 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $13,237,153 | 672,278 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $14,972,874 | 772,993 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,561,671 | 720,982 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,228,590 | 661,099 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $12,628,595 | 660,837 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $11,773,580 | 558,519 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,549,970 | 498,250 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,089,003 | 1,876,312 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $13,445,928 | 1,909,933 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,940,461 | 1,910,545 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,012,836 | 1,901,762 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $15,652,944 | 1,762,719 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $12,678,773 | 1,474,276 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,823,461 | 1,280,883 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $9,142,158 | 1,284,011 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $8,138,139 | 1,240,570 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,554,697 | 1,095,601 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||