Position in NLY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,906,979
+$520,776 QoQ
Shares Held
130,009
+15.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#189
of 781 holders
Holding Since
Mar 2020
19 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, 2026AE Wealth Management LLC holds $3,799,647 across 7 REIT - Mortgage names. NLY ranks #1 (76.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
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|
130,009 | $2,906,979 | |
| 2 | AGNC |
AGNC Investment Corp.
|
19,216 | $209,454 | |
| 3 | TWO-PC |
Two Harbors Investment Corp.
|
14,754 | $183,093 | |
| 4 | ACRE |
Ares Commercial Real Estate Corp
|
34,811 | $156,640 | |
| 5 | SEVN |
Seven Hills Realty Trust
|
18,578 | $156,596 | |
| 6 | RITM |
Rithm Capital Corp.
|
10,544 | $99,007 | |
| 7 | FBRT |
Franklin BSP Realty Trust, Inc.
|
10,796 | $87,878 |
All Filings in NLY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,906,979 | 130,009 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $2,386,203 | 112,824 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $385,319 | 17,233 | Shares | Other | 2026-01-26 | |
| 2023-12-31 | $2,962,292 | 152,932 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,619,292 | 139,250 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,040,339 | 151,941 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,532,258 | 80,181 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $809,450 | 38,399 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $838,437 | 48,860 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $871,464 | 147,456 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $950,083 | 134,955 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,162,145 | 148,612 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,152,386 | 136,863 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,024,689 | 115,393 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $770,362 | 89,577 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $637,273 | 75,417 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $433,536 | 60,890 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $908,619 | 138,509 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $343,583 | 67,768 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||