Position in NLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$15,452,750
+$1,281,595 QoQ
Shares Held
691,089
+3.1% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#65
of 781 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026IBEX WEALTH ADVISORS holds $15,452,750 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
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|
691,089 | $15,452,750 |
All Filings in NLY
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,452,750 | 691,089 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $14,171,155 | 670,031 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $13,945,596 | 623,685 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,571,645 | 325,168 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,012,368 | 319,467 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,020,635 | 296,437 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $5,145,118 | 281,154 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $536,310 | 26,722 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $7,967 | 418 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,382,178 | 70,197 | Shares | Sole | 2024-04-18 | |
| 2023-09-30 | $5,473,615 | 290,995 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $5,844,411 | 305,830 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,479,752 | 70,197 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||