Position in NLY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$287,236
+$17,637 QoQ
Shares Held
12,846
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#39
of 95 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Magnus Financial Group LLC holds $1,465,043 across 4 REIT - Mortgage names. NLY ranks #4 (19.6% of the industry book) .
All Filings in NLY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,236 | 12,846 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $269,599 | 12,747 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $239,945 | 10,731 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $267,438 | 13,233 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $248,706 | 13,215 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $440,930 | 21,710 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||