Position in NLY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,100
+$492 QoQ
Shares Held
407
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#690
of 781 holders
Holding Since
Sep 2022
11 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, 2026Clearstead Trust, LLC holds $100,671 across 3 REIT - Mortgage names. NLY ranks #2 (9.0% of the industry book) .
All Filings in NLY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,100 | 407 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,608 | 407 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,100 | 407 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,225 | 407 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,659 | 407 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,885 | 339 | Shares | Sole | 2025-05-09 | |
| 2023-09-30 | $106,464 | 5,660 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $113,256 | 5,660 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $108,162 | 5,660 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $119,312 | 5,660 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $97,125 | 5,660 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||