Position in NLY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,700,334
+$3,324,816 QoQ
Shares Held
165,489
+832.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#169
of 781 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Lido Advisors, LLC holds $16,174,723 across 12 REIT - Mortgage names. NLY ranks #1 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
165,489 | $3,700,334 | |
| 2 | LADR |
Ladder Capital Corp
|
331,674 | $3,300,156 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
166,516 | $2,727,532 | |
| 4 | RITM |
Rithm Capital Corp.
|
159,801 | $1,500,531 | |
| 5 | EFC |
Ellington Financial Inc.
|
83,554 | $1,137,169 | |
| 6 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
75,720 | $808,689 | |
| 7 | AGNC |
AGNC Investment Corp.
|
72,886 | $794,457 | |
| 8 | SEVN |
Seven Hills Realty Trust
|
86,106 | $725,873 |
All Filings in NLY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,700,334 | 165,489 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $375,518 | 17,755 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $235,450 | 10,530 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $191,974 | 9,499 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $3,237,010 | 161,286 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $1,022,856 | 51,948 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,012,218 | 52,257 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,529,316 | 240,793 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,837,697 | 241,764 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,613,421 | 241,414 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,247,613 | 248,938 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,286,705 | 249,808 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $235,111 | 39,782 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $277,566 | 39,427 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $745,988 | 95,395 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,597,951 | 546,075 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $5,305,578 | 597,475 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $888,233 | 103,283 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $940,789 | 111,336 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $811,566 | 113,984 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $91,138 | 13,893 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $76,242 | 15,038 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||