Position in NLY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$736,985
+$22,961 QoQ
Shares Held
32,960
-2.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#352
of 781 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026WealthTrust Axiom LLC holds $2,115,284 across 5 REIT - Mortgage names. NLY ranks #2 (34.8% of the industry book) .
All Filings in NLY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $736,985 | 32,960 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $714,024 | 33,760 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $781,996 | 34,973 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $718,687 | 35,561 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $607,227 | 32,265 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $548,430 | 27,003 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $801,411 | 43,793 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $903,009 | 44,993 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $763,181 | 40,041 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $788,171 | 40,029 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $675,858 | 34,892 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $653,854 | 34,761 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $701,870 | 35,076 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $673,780 | 35,258 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $705,969 | 33,490 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $611,651 | 35,644 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $830,573 | 140,537 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,277,598 | 181,477 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,403,142 | 179,430 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,477,533 | 175,479 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,492,346 | 168,057 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,427,591 | 165,999 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,447,670 | 171,322 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,186,740 | 166,677 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,062,995 | 162,042 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $793,353 | 156,480 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||