ENVESTNET ASSET MANAGEMENT INC
Position in NLY — Annaly Capital Management Inc
CIK 1407543
Berwyn, PA
Position in NLY
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$27,435,103
+$2,163,071 QoQ
Shares Held
1,297,168
+14.8% QoQ
Ownership
0.177%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $74,981,324 across 13 REIT - Mortgage names. NLY ranks #1 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
1,297,168 | $27,435,103 | |
| 2 | AGNC |
AGNC Investment Corp.
|
2,063,027 | $20,692,160 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
816,379 | $14,058,046 | |
| 4 | RITM |
Rithm Capital Corp.
|
1,068,294 | $10,127,427 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
57,683 | $1,104,629 | |
| 6 | DX |
Dynex Capital Inc
|
32,839 | $419,025 | |
| 7 | LADR |
Ladder Capital Corp
|
41,980 | $410,144 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
17,084 | $180,407 |
All Filings in NLY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,435,103 | 1,297,168 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $25,272,032 | 1,130,234 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $23,780,803 | 1,176,685 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $20,353,528 | 1,081,484 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $20,880,487 | 1,028,089 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,857,986 | 484,043 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,049,274 | 401,060 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,933,052 | 258,817 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,729,892 | 240,218 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,693,480 | 87,428 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,635,868 | 86,968 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,439,797 | 421,779 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $17,574,759 | 919,663 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $18,134,112 | 860,252 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,550,965 | 498,308 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||