Position in NLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,295,508
+$38,372 QoQ
Shares Held
155,816
+7.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.16044565384812856.ToString("F0")%
Shared 0.ToString("F0")%
None 99.83955434615187.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Waverly Advisors, LLC holds $3,935,229 across 4 REIT - Mortgage names. NLY ranks #1 (83.7% of the industry book) .
All Filings in NLY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,295,508 | 155,816 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,257,136 | 145,668 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,017,171 | 149,291 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,539,570 | 134,940 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,852,803 | 140,463 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,570,527 | 140,466 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||