Position in NLY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,970,435
+$427,238 QoQ
Shares Held
445,905
-1.2% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#88
of 781 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $57,365,408 across 13 REIT - Mortgage names. NLY ranks #3 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMTG |
Claros Mortgage Trust, Inc.
|
8,757,139 | $20,579,276 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
625,245 | $10,241,512 | |
| 3 | NLY |
Annaly Capital Management Inc
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|
445,905 | $9,970,435 | |
| 4 | AGNC |
AGNC Investment Corp.
|
828,786 | $9,033,767 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
365,463 | $6,194,597 | |
| 6 | RITM |
Rithm Capital Corp.
|
45,773 | $429,808 | |
| 7 | LADR |
Ladder Capital Corp
|
38,794 | $385,999 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
13,970 | $149,199 |
All Filings in NLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,970,435 | 445,905 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $9,543,197 | 451,215 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $10,091,940 | 451,339 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,696,827 | 430,323 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $8,036,008 | 426,993 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $8,837,084 | 435,110 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,829,739 | 318,565 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,659,973 | 232,186 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,489,239 | 235,532 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $4,457,244 | 226,371 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $4,313,272 | 222,678 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $4,642,721 | 246,822 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,479,258 | 223,851 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,087,476 | 213,892 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,556,884 | 216,171 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,460,895 | 259,959 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $6,087,276 | 1,029,996 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,207,432 | 1,023,783 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $8,376,830 | 1,071,206 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $9,085,120 | 1,078,993 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $9,142,305 | 1,029,539 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,355,975 | 855,346 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $7,331,236 | 867,602 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $5,309,084 | 745,658 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,863,308 | 741,358 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,873,900 | 764,083 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||