Position in NLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$928,040
+$116,440 QoQ
Shares Held
43,879
+20.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0.02051095056860913.ToString("F0")%
Shared 0.ToString("F0")%
None 99.9794890494314.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Allworth Financial LP holds $5,512,637 across 36 REIT - Mortgage names. NLY ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
121,793 | $1,221,583 | |
| 2 | NLY |
Annaly Capital Management Inc
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|
43,879 | $928,040 | |
| 3 | BXMT |
Blackstone Mortgage Trust, Inc.
|
45,205 | $865,675 | |
| 4 | DX |
Dynex Capital Inc
|
53,234 | $679,265 | |
| 5 | RITM |
Rithm Capital Corp.
|
41,389 | $392,367 | |
| 6 | FBRT |
Franklin BSP Realty Trust, Inc.
|
30,612 | $259,895 | |
| 7 | STWD |
Starwood Property Trust, Inc.
|
10,761 | $185,304 | |
| 8 | ADAM |
Adamas Trust, Inc.
|
25,117 | $184,861 |
All Filings in NLY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $928,040 | 43,879 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $811,600 | 36,297 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $682,612 | 33,776 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $594,674 | 31,598 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $86,744 | 4,271 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $46,024 | 2,515 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $49,793 | 2,481 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $232,036 | 12,174 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $67,812 | 3,444 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $66,071 | 3,411 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $26,522 | 1,410 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $26,393 | 1,319 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $33,155 | 1,735 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $10,055 | 477 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $8,648 | 504 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||