Position in NLY
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$14,171,155
+$225,559 QoQ
Shares Held
670,031
+7.4% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 14.251280910883226.ToString("F0")%
Shared 0.ToString("F0")%
None 85.74871908911678.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026IBEX WEALTH ADVISORS holds $14,171,155 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
|
670,031 | $14,171,155 |
All Filings in NLY
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||