Position in NLY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$412,363
+$6,580 QoQ
Shares Held
18,442
-3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#442
of 781 holders
Holding Since
Mar 2025
6 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 Jun 30, 2026Atria Investments, Inc holds $1,685,777 across 6 REIT - Mortgage names. NLY ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIM |
Chimera Investment Corp
|
39,820 | $531,198 | |
| 2 | NLY |
Annaly Capital Management Inc
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|
18,442 | $412,363 | |
| 3 | AGNC |
AGNC Investment Corp.
|
31,085 | $338,826 | |
| 4 | BRSP |
BrightSpire Capital, Inc.
|
45,647 | $248,776 | |
| 5 | CMTG |
Claros Mortgage Trust, Inc.
|
33,372 | $78,424 | |
| 6 | RWT |
Redwood Trust Inc
|
16,074 | $76,190 |
All Filings in NLY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,363 | 18,442 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $405,783 | 19,186 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $444,248 | 19,868 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $439,870 | 21,765 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $362,190 | 19,245 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $417,837 | 20,573 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||