Position in NLY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$638,579
+$48,071 QoQ
Shares Held
28,559
+2.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#380
of 781 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $2,377,899 across 36 REIT - Mortgage names. NLY ranks #1 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
28,559 | $638,579 | |
| 2 | AGNC |
AGNC Investment Corp.
|
57,505 | $626,804 | |
| 3 | IVR |
Invesco Mortgage Capital Inc.
|
60,872 | $480,888 | |
| 4 | CIM |
Chimera Investment Corp
|
10,412 | $138,896 | |
| 5 | STWD |
Starwood Property Trust, Inc.
|
7,887 | $129,189 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
6,041 | $102,394 | |
| 7 | RITM |
Rithm Capital Corp.
|
8,529 | $80,087 | |
| 8 | BRSP |
BrightSpire Capital, Inc.
|
6,202 | $33,800 |
All Filings in NLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,579 | 28,559 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $590,508 | 27,920 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $222,705 | 9,960 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $179,747 | 8,894 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $165,051 | 8,770 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $153,868 | 7,576 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $122,994 | 6,721 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $130,033 | 6,479 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $110,719 | 5,809 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $84,351 | 4,284 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $95,319 | 4,921 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $76,030 | 4,042 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $78,379 | 3,917 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $91,326 | 4,779 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $567,452 | 26,919 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,296,214 | 75,537 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $331,444 | 56,082 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $239,965 | 34,086 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $260,929 | 33,367 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $380,575 | 45,199 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $319,697 | 36,002 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $341,557 | 39,716 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,058,556 | 125,273 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $918,465 | 128,998 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $885,619 | 135,003 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $633,810 | 125,012 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||