Position in NLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$66,275
+$28,755 QoQ
Shares Held
2,964
+67.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#607
of 788 holders
Holding Since
Jun 2020
18 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, 2026Larson Financial Group LLC holds $3,322,464 across 26 REIT - Mortgage names. NLY ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RITM |
Rithm Capital Corp.
|
224,436 | $2,107,454 | |
| 2 | AGNC |
AGNC Investment Corp.
|
64,534 | $703,420 | |
| 3 | EFC |
Ellington Financial Inc.
|
14,433 | $196,433 | |
| 4 | DX |
Dynex Capital Inc
|
5,097 | $66,821 | |
| 5 | NLY |
Annaly Capital Management Inc
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|
2,964 | $66,275 | |
| 6 | ABR |
Arbor Realty Trust Inc
|
10,000 | $54,200 | |
| 7 | CIM |
Chimera Investment Corp
|
1,870 | $24,945 | |
| 8 | ADAM |
Adamas Trust, Inc.
|
1,683 | $15,786 |
All Filings in NLY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,275 | 2,964 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $37,520 | 1,774 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,353 | 955 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $75,120 | 3,717 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $40,632 | 2,159 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $48,723 | 2,399 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $39,216 | 2,143 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $31,991 | 1,594 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $29,180 | 1,531 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $41,427 | 2,104 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $40,560 | 2,094 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $38,616 | 2,053 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $40,460 | 2,022 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $38,105 | 1,994 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $41,316 | 1,960 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $32,895 | 1,917 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $591 | 100 | Shares | Sole | 2022-08-04 | |
| 2020-06-30 | $3,936 | 600 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||