Position in NLY
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$590,508
+$367,803 QoQ
Shares Held
27,920
+180.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026IFP Advisors, Inc holds $1,435,661 across 34 REIT - Mortgage names. NLY ranks #1 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
27,920 | $590,508 | |
| 2 | AGNC |
AGNC Investment Corp.
|
24,417 | $244,902 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
8,010 | $137,932 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
5,573 | $106,722 | |
| 5 | RITM |
Rithm Capital Corp.
|
10,451 | $99,075 | |
| 6 | CIM |
Chimera Investment Corp
|
6,826 | $85,666 | |
| 7 | BRSP |
BrightSpire Capital, Inc.
|
11,478 | $64,276 | |
| 8 | MFA |
Mfa Financial, Inc.
|
2,872 | $27,513 |
All Filings in NLY
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2023-08-14 | |
| 2023-03-31 | $91,326 | 4,779 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $567,452 | 26,919 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||