Position in NLY
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$1,060,735
-$110,727 QoQ
Shares Held
50,153
-4.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.019938986700695868.ToString("F0")%
Shared 0.ToString("F0")%
None 99.9800610132993.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026NewEdge Advisors, LLC holds $8,959,304 across 17 REIT - Mortgage names. NLY ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXMT |
Blackstone Mortgage Trust, Inc.
|
305,119 | $5,843,028 | |
| 2 | AGNC |
AGNC Investment Corp.
|
127,763 | $1,281,462 | |
| 3 | NLY |
Annaly Capital Management Inc
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|
50,153 | $1,060,735 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
12,442 | $214,251 | |
| 5 | RITM |
Rithm Capital Corp.
|
19,481 | $184,679 | |
| 6 | MITT |
TPG Mortgage Investment Trust, Inc.
|
20,425 | $149,306 | |
| 7 | LOAN |
Manhattan Bridge Capital, Inc
|
21,186 | $94,277 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
4,572 | $48,280 |
All Filings in NLY
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $91,655 | 4,348 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||