Position in NLY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,046,744
-$383,539 QoQ
Shares Held
91,536
-20.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#230
of 781 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Derivatives in NLY
reported options exposure · as of Dec 31, 2020CallValue
$2,535
CallShares
75
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026HighTower Advisors, LLC holds $59,693,650 across 16 REIT - Mortgage names. NLY ranks #3 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
3,046,542 | $49,902,357 | |
| 2 | BXMT |
Blackstone Mortgage Trust, Inc.
|
130,096 | $2,205,127 | |
| 3 | NLY |
Annaly Capital Management Inc
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|
91,536 | $2,046,744 | |
| 4 | RITM |
Rithm Capital Corp.
|
164,491 | $1,544,570 | |
| 5 | AGNC |
AGNC Investment Corp.
|
121,450 | $1,323,805 | |
| 6 | ADAM |
Adamas Trust, Inc.
|
54,576 | $511,922 | |
| 7 | NREF |
NexPoint Real Estate Finance, Inc.
|
32,413 | $502,401 | |
| 8 | LADR |
Ladder Capital Corp
|
27,621 | $274,828 |
All Filings in NLY
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,046,744 | 91,536 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,430,283 | 114,907 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,657,984 | 163,595 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,813,342 | 89,725 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,007,661 | 106,677 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,695,092 | 83,461 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,394,994 | 130,874 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,402,471 | 69,879 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,157,666 | 60,738 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,183,369 | 60,100 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,780,316 | 91,911 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,839,260 | 97,781 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,222,550 | 111,072 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,124,344 | 111,164 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,302,926 | 109,247 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,270,885 | 132,336 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,040,251 | 514,425 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,948,215 | 560,826 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,494,232 | 574,710 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,020,760 | 477,525 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,947,639 | 444,554 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,309,993 | 501,162 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,535 | 300 | Call | Sole | 2021-02-10 | |
| 2020-12-31 | $4,671,700 | 552,864 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,850,253 | 540,766 | Shares | Sole | 2020-11-13 | |
| 2020-09-30 | $16,000 | 30,000 | Call | Sole | 2020-11-13 | |
| 2020-06-30 | $2,789,069 | 425,163 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,078,791 | 410,018 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||