Position in NLY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,129,523
-$22,633 QoQ
Shares Held
147,968
+5.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0.7386732266435986.ToString("F0")%
Shared 0.ToString("F0")%
None 99.2613267733564.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Derivatives in NLY
reported options exposure · as of Mar 31, 2023CallValue
$3,822
CallShares
200
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 Mar 31, 2026Creative Planning holds $16,811,655 across 24 REIT - Mortgage names. NLY ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
412,920 | $4,141,587 | |
| 2 | NLY |
Annaly Capital Management Inc
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|
147,968 | $3,129,523 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
165,971 | $2,858,020 | |
| 4 | RITM |
Rithm Capital Corp.
|
177,366 | $1,681,429 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
28,782 | $551,175 | |
| 6 | RC |
Ready Capital Corp
|
328,679 | $532,459 | |
| 7 | DX |
Dynex Capital Inc
|
35,948 | $458,696 | |
| 8 | ARR |
Armour Residential REIT, Inc.
|
24,455 | $407,909 |
All Filings in NLY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,129,523 | 147,968 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,152,156 | 140,973 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,230,275 | 753,601 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,083,542 | 57,574 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,025,208 | 50,478 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $814,587 | 44,513 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,134,074 | 56,506 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $994,377 | 52,171 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $761,234 | 38,661 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $658,753 | 34,009 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,045,797 | 55,598 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,241,780 | 62,058 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,253,576 | 65,598 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $3,822 | 200 | Call | Sole | 2023-05-15 | |
| 2022-12-31 | $2,108 | 100 | Call | Sole | 2023-02-10 | |
| 2022-12-31 | $1,296,736 | 61,515 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,034,524 | 60,287 | Shares | Sole | 2022-11-03 | |
| 2022-09-30 | $1,716 | 100 | Call | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||