Position in NLY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,929,156
+$226,905 QoQ
Shares Held
265,168
-1.6% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#124
of 781 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $9,381,818 across 11 REIT - Mortgage names. NLY ranks #1 (63.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
265,168 | $5,929,156 | |
| 2 | AGNC |
AGNC Investment Corp.
|
93,933 | $1,023,869 | |
| 3 | RITM |
Rithm Capital Corp.
|
98,389 | $923,872 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
23,328 | $395,409 | |
| 5 | STWD |
Starwood Property Trust, Inc.
|
23,221 | $380,359 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
10,256 | $178,967 | |
| 7 | MFA |
Mfa Financial, Inc.
|
15,082 | $146,144 | |
| 8 | DX |
Dynex Capital Inc
|
10,814 | $141,771 |
All Filings in NLY
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,929,156 | 265,168 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,702,251 | 269,610 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,616,829 | 72,309 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,323,532 | 65,489 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,081,416 | 57,461 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $906,069 | 44,612 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $821,615 | 44,897 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $960,510 | 47,858 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $922,351 | 48,392 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $800,319 | 40,646 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $883,620 | 45,618 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,009,363 | 53,661 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,024,291 | 51,189 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,140,198 | 59,665 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,420,097 | 636,627 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,147,403 | 66,865 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||