Position in NLY
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,429,317
+$83,961 QoQ
Shares Held
67,580
+12.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Summit Global Investments holds $1,626,015 across 2 REIT - Mortgage names. NLY ranks #1 (87.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
67,580 | $1,429,317 | |
| 2 | RC |
Ready Capital Corp
|
121,419 | $196,698 |
All Filings in NLY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,429,317 | 67,580 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,345,356 | 60,168 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,208,497 | 59,797 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $260,299 | 13,831 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $285,477 | 14,056 | Shares | Sole | 2025-04-07 | |
| No filing history on record for this holder in this stock. | ||||||