Position in NLY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,283
+$2,646 QoQ
Shares Held
281
+63.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#702
of 781 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026IMA Advisory Services, Inc. holds $55,795 across 5 REIT - Mortgage names. NLY ranks #3 (11.3% of the industry book) .
All Filings in NLY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,283 | 281 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,637 | 172 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,002 | 179 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $161 | 8 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $150 | 8 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||