Position in NLY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$324,798
+$82,015 QoQ
Shares Held
14,526
+33.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#478
of 781 holders
Holding Since
Jun 2020
11 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026SVB WEALTH LLC holds $324,798 across 1 REIT - Mortgage name. NLY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
14,526 | $324,798 |
All Filings in NLY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,798 | 14,526 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $242,783 | 10,858 | Shares | Sole | 2026-02-04 | |
| 2022-06-30 | $350,243 | 59,263 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $368,895 | 52,400 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $115,970 | 14,830 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,700,394 | 320,712 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,505,443 | 169,532 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,329,103 | 154,547 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,167,992 | 138,224 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $800,985 | 112,498 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $203,733 | 31,057 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||