Position in NLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$716,324
-$25,998 QoQ
Shares Held
32,036
-8.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#358
of 781 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Mutual Advisors, LLC holds $2,155,498 across 6 REIT - Mortgage names. NLY ranks #1 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
32,036 | $716,324 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
36,753 | $602,014 | |
| 3 | AGNC |
AGNC Investment Corp.
|
30,317 | $330,455 | |
| 4 | DX |
Dynex Capital Inc
|
18,505 | $242,600 | |
| 5 | RITM |
Rithm Capital Corp.
|
15,215 | $142,868 | |
| 6 | FBRT |
Franklin BSP Realty Trust, Inc.
|
14,894 | $121,237 |
All Filings in NLY
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,324 | 32,036 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $742,322 | 35,098 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $752,861 | 33,670 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $677,115 | 33,504 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $571,055 | 30,343 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $613,138 | 30,189 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $483,888 | 26,442 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $534,885 | 26,651 | Shares | Sole | 2024-10-25 | |
| 2024-03-31 | $210,033 | 10,667 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $211,849 | 10,937 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $221,600 | 11,781 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $231,695 | 11,579 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $221,236 | 11,577 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $237,276 | 11,256 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $211,617 | 12,332 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $213,345 | 36,099 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $184,764 | 26,245 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $225,427 | 28,827 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $254,073 | 30,175 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $264,561 | 29,793 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $213,219 | 24,793 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $167,622 | 19,837 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $144,799 | 20,337 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $158,574 | 24,173 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $88,319 | 17,420 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||