Position in NLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$303,447
+$288,452 QoQ
Shares Held
13,571
+1814.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#496
of 781 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026IFG Advisory, LLC holds $1,129,457 across 9 REIT - Mortgage names. NLY ranks #2 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
55,882 | $609,113 | |
| 2 | NLY |
Annaly Capital Management Inc
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|
13,571 | $303,447 | |
| 3 | DX |
Dynex Capital Inc
|
4,676 | $61,302 | |
| 4 | EFC |
Ellington Financial Inc.
|
4,051 | $55,134 | |
| 5 | ORC |
Orchid Island Capital, Inc.
|
4,940 | $34,431 | |
| 6 | STWD |
Starwood Property Trust, Inc.
|
1,732 | $28,370 | |
| 7 | IVR |
Invesco Mortgage Capital Inc.
|
2,500 | $19,750 | |
| 8 | BXMT |
Blackstone Mortgage Trust, Inc.
|
787 | $13,339 |
All Filings in NLY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,447 | 13,571 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,995 | 709 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $217,115 | 9,710 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $205,232 | 10,155 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $203,237 | 10,799 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $200,439 | 9,869 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $209,771 | 10,452 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $207,773 | 10,901 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||