Position in NLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,242,021
-$53,487 QoQ
Shares Held
144,992
-6.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#181
of 787 holders
Holding Since
Dec 2024
7 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, 2026Waverly Advisors, LLC holds $4,394,477 across 6 REIT - Mortgage names. NLY ranks #1 (73.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
144,992 | $3,242,021 | |
| 2 | FBRT |
Franklin BSP Realty Trust, Inc.
|
55,515 | $451,892 | |
| 3 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
19,916 | $212,702 | |
| 4 | AGNC |
AGNC Investment Corp.
|
18,365 | $200,178 | |
| 5 | RITM |
Rithm Capital Corp.
|
18,165 | $170,569 | |
| 6 | BRSP |
BrightSpire Capital, Inc.
|
21,489 | $117,115 |
All Filings in NLY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,242,021 | 144,992 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||