Position in NLY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,193,308
-$57,037 QoQ
Shares Held
53,368
-9.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#283
of 781 holders
Holding Since
Dec 2021
6 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, 2026Wealthspire Advisors, LLC holds $3,752,976 across 6 REIT - Mortgage names. NLY ranks #2 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
110,853 | $1,208,297 | |
| 2 | NLY |
Annaly Capital Management Inc
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|
53,368 | $1,193,308 | |
| 3 | DX |
Dynex Capital Inc
|
45,862 | $601,250 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
21,515 | $364,679 | |
| 5 | ACR |
ACRES Commercial Realty Corp.
|
11,563 | $205,705 | |
| 6 | STWD |
Starwood Property Trust, Inc.
|
10,973 | $179,737 |
All Filings in NLY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,193,308 | 53,368 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,250,345 | 59,118 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,199,748 | 53,656 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,027,921 | 50,862 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $538,515 | 28,614 | Shares | Sole | 2025-08-11 | |
| 2021-12-31 | $230,439 | 29,468 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||