Position in NLY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,703,838
+$192,191 QoQ
Shares Held
120,923
+1.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#198
of 781 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Ethic Inc. holds $7,013,555 across 6 REIT - Mortgage names. NLY ranks #2 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
287,317 | $3,131,755 | |
| 2 | NLY |
Annaly Capital Management Inc
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|
120,923 | $2,703,838 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
49,162 | $805,273 | |
| 4 | MFA |
Mfa Financial, Inc.
|
15,936 | $154,419 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
11,206 | $119,680 | |
| 6 | ORC |
Orchid Island Capital, Inc.
|
14,145 | $98,590 |
All Filings in NLY
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,703,838 | 120,923 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,511,647 | 118,754 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,811,099 | 125,720 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,150,202 | 106,393 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,622,867 | 86,231 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,113,962 | 54,848 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $989,078 | 54,048 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,053,755 | 52,504 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $883,907 | 46,375 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,033,803 | 52,504 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $767,168 | 39,606 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,081,913 | 57,518 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,108,193 | 55,382 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,184,667 | 61,992 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $284,305 | 13,487 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $186,254 | 10,854 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $157,460 | 26,643 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $71,406 | 10,143 | Shares | Sole | 2022-05-16 | |
| 2020-12-31 | $176,681 | 20,909 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $103,759 | 14,573 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $82,131 | 12,520 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||