Position in NLY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,441,584
+$3,085,524 QoQ
Shares Held
153,917
+866.6% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#172
of 781 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026New Age Alpha Advisors, LLC holds $8,133,574 across 7 REIT - Mortgage names. NLY ranks #1 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
153,917 | $3,441,584 | |
| 2 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
176,341 | $1,883,321 | |
| 3 | RITM |
Rithm Capital Corp.
|
158,864 | $1,491,732 | |
| 4 | ABR |
Arbor Realty Trust Inc
|
90,687 | $491,523 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
18,032 | $305,642 | |
| 6 | AGNC |
AGNC Investment Corp.
|
23,906 | $260,575 | |
| 7 | STWD |
Starwood Property Trust, Inc.
|
15,824 | $259,197 |
All Filings in NLY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,441,584 | 153,917 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $356,060 | 15,924 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $321,824 | 15,924 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $113,390 | 6,025 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $75,187 | 3,702 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $114,942 | 6,281 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||