Aptus Capital Advisors, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1664193
FAIRHOPE, AL
Position in NLY
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$259,108
+$1,432 QoQ
Shares Held
12,251
+6.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Aptus Capital Advisors, LLC holds $7,083,031 across 4 REIT - Mortgage names. NLY ranks #2 (3.7% of the industry book) .
All Filings in NLY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $259,108 | 12,251 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $257,676 | 11,524 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $202,988 | 10,044 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $215,921 | 11,473 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $227,085 | 11,181 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $197,255 | 10,779 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||