Position in NLY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,386,203
+$2,000,884 QoQ
Shares Held
112,824
+554.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026AE Wealth Management LLC holds $3,214,603 across 7 REIT - Mortgage names. NLY ranks #1 (74.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
112,824 | $2,386,203 | |
| 2 | AGNC |
AGNC Investment Corp.
|
20,076 | $201,360 | |
| 3 | ACRE |
Ares Commercial Real Estate Corp
|
30,962 | $148,608 | |
| 4 | SEVN |
Seven Hills Realty Trust
|
17,432 | $143,279 | |
| 5 | TWO |
Two Harbors Investment Corp.
|
11,719 | $133,828 | |
| 6 | RITM |
Rithm Capital Corp.
|
12,010 | $113,854 | |
| 7 | FBRT |
Franklin BSP Realty Trust, Inc.
|
10,303 | $87,471 |
All Filings in NLY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||