Position in NLY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,060,787
+$1,000,052 QoQ
Shares Held
92,164
+83.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#231
of 785 holders
Holding Since
Dec 2021
18 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, 2026NewEdge Advisors, LLC holds $13,155,109 across 16 REIT - Mortgage names. NLY ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXMT |
Blackstone Mortgage Trust, Inc.
|
310,329 | $5,260,076 | |
| 2 | NLY |
Annaly Capital Management Inc
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|
92,164 | $2,060,787 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
125,301 | $2,052,430 | |
| 4 | AGNC |
AGNC Investment Corp.
|
144,788 | $1,578,189 | |
| 5 | RITM |
Rithm Capital Corp.
|
150,132 | $1,409,739 | |
| 6 | DX |
Dynex Capital Inc
|
22,406 | $293,742 | |
| 7 | MITT |
TPG Mortgage Investment Trust, Inc.
|
26,869 | $212,802 | |
| 8 | ARR |
Armour Residential REIT, Inc.
|
5,861 | $102,274 |
All Filings in NLY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,060,787 | 92,164 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,060,735 | 50,153 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,171,462 | 52,391 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $901,103 | 44,587 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $479,627 | 25,485 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $362,431 | 17,845 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $270,309 | 14,771 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $314,677 | 15,679 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $280,868 | 14,736 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $63,992 | 3,250 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $60,376 | 3,117 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $201,680 | 10,722 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $222,711 | 11,130 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $221,045 | 11,567 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,696 | 4,348 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $378,281 | 64,007 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $279,473 | 39,698 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $359,837 | 46,015 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||