Aptus Capital Advisors, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1664193
FAIRHOPE, AL
Position in NLY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$277,375
+$18,267 QoQ
Shares Held
12,405
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#512
of 786 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $7,168,703 across 3 REIT - Mortgage names. NLY ranks #2 (3.9% of the industry book) .
All Filings in NLY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,375 | 12,405 | Shares | Sole | 2026-08-12 | |
| 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 | |
| 2020-06-30 | $67,568 | 10,300 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $52,221 | 10,300 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||