Position in NLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,321,348
-$162,103 QoQ
Shares Held
913,539
+4.8% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $51,123,652 across 39 REIT - Mortgage names. NLY ranks #1 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
913,539 | $19,321,348 | |
| 2 | AGNC |
AGNC Investment Corp.
|
1,430,015 | $14,343,048 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
238,319 | $4,103,853 | |
| 4 | RITM |
Rithm Capital Corp.
|
284,675 | $2,698,717 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
98,553 | $1,887,289 | |
| 6 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
91,958 | $971,075 | |
| 7 | REFI |
Chicago Atlantic Real Estate Finance, Inc.
|
84,052 | $951,467 | |
| 8 | ABR |
Arbor Realty Trust Inc
|
105,271 | $811,638 |
All Filings in NLY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,321,348 | 913,539 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $19,483,451 | 871,353 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $15,391,530 | 761,580 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $13,623,683 | 723,894 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $13,561,209 | 667,711 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $11,298,125 | 617,384 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $10,872,499 | 541,729 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $8,605,815 | 451,512 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $15,380,820 | 781,149 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $15,583,838 | 804,535 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $12,137,319 | 645,259 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,643,134 | 731,791 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $11,238,185 | 588,079 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,360,197 | 538,909 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,747,634 | 451,494 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||