Position in NLY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$278,873
+$27,654 QoQ
Shares Held
12,472
+5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#508
of 781 holders
Holding Since
Jun 2021
8 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $278,873 across 1 REIT - Mortgage name. NLY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
12,472 | $278,873 |
All Filings in NLY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,873 | 12,472 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $251,219 | 11,878 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $263,602 | 11,789 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $246,178 | 12,181 | Shares | Defined | 2025-11-10 | |
| 2025-03-31 | $221,318 | 10,897 | Shares | Defined | 2025-04-30 | |
| 2022-06-30 | $69,005 | 11,676 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $87,134 | 12,377 | Shares | Defined | 2022-05-02 | |
| 2021-06-30 | $97,608 | 10,992 | Shares | Defined | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||