Position in NLY
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$28,476,550
+$720,143 QoQ
Shares Held
1,346,409
+8.5% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 1.84134241526906.ToString("F0")%
Shared 0.ToString("F0")%
None 98.15865758473093.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $142,096,779 across 30 REIT - Mortgage names. NLY ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
5,752,000 | $57,692,560 | |
| 2 | NLY |
Annaly Capital Management Inc
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|
1,346,409 | $28,476,550 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
719,771 | $12,394,456 | |
| 4 | RITM |
Rithm Capital Corp.
|
801,003 | $7,593,508 | |
| 5 | DX |
Dynex Capital Inc
|
452,294 | $5,771,271 | |
| 6 | ABR |
Arbor Realty Trust Inc
|
565,949 | $4,363,466 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
192,560 | $3,687,524 | |
| 8 | MFA |
Mfa Financial, Inc.
|
384,655 | $3,684,994 |
All Filings in NLY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||