Position in NLY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,351,460
+$134,828 QoQ
Shares Held
60,441
+5.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#270
of 781 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 82%
Shared 18%
None 0%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Belpointe Asset Management LLC holds $2,440,869 across 4 REIT - Mortgage names. NLY ranks #1 (55.4% of the industry book) .
All Filings in NLY
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,351,460 | 60,441 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $1,216,632 | 57,524 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $1,272,015 | 56,888 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $1,064,258 | 52,660 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $960,873 | 51,056 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $1,060,019 | 52,192 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $727,388 | 39,748 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $841,615 | 41,934 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $691,287 | 36,269 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $692,182 | 35,154 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $291,634 | 15,056 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $277,278 | 14,741 | Shares | Sole | 2023-11-15 | |
| 2023-03-31 | $927,408 | 48,530 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $903,320 | 42,852 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $650,844 | 37,928 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $781,402 | 132,217 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $972,005 | 138,069 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,055,965 | 135,034 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $972,282 | 115,473 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $831,549 | 93,643 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $560,298 | 65,151 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $421,528 | 49,885 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $417,723 | 58,669 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $395,587 | 60,303 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $262,448 | 51,765 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||