Position in NLY
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$536,638
-$16,749 QoQ
Shares Held
25,373
+2.5% QoQ
Ownership
0.003%
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 0%
Shared 0%
None 100%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Sigma Planning Corp holds $2,678,117 across 6 REIT - Mortgage names. NLY ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
117,783 | $1,181,363 | |
| 2 | NLY |
Annaly Capital Management Inc
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|
25,373 | $536,638 | |
| 3 | RITM |
Rithm Capital Corp.
|
54,537 | $517,010 | |
| 4 | CIM |
Chimera Investment Corp
|
14,690 | $184,359 | |
| 5 | ABR |
Arbor Realty Trust Inc
|
22,941 | $176,875 | |
| 6 | MITT |
TPG Mortgage Investment Trust, Inc.
|
11,200 | $81,872 |
All Filings in NLY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $536,638 | 25,373 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $553,387 | 24,749 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $486,858 | 24,090 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $446,598 | 23,730 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $499,097 | 24,574 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $451,168 | 24,654 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $544,378 | 27,124 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $502,040 | 26,340 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $497,822 | 25,283 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $345,463 | 17,835 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $820,322 | 43,611 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,038,238 | 51,886 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,000,446 | 52,352 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $989,790 | 46,954 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $535,271 | 31,193 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||