Position in NLY
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$206,381
-$12,545 QoQ
Shares Held
9,758
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
11 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 Mar 31, 2026SkyOak Wealth, LLC holds $6,205,742 across 3 REIT - Mortgage names. NLY ranks #2 (3.3% of the industry book) .
All Filings in NLY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,381 | 9,758 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $218,926 | 9,791 | Shares | Sole | 2026-02-05 | |
| 2024-09-30 | $243,007 | 12,108 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $230,778 | 12,108 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $238,406 | 12,108 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $327,217 | 16,893 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $474,388 | 25,220 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $504,652 | 25,220 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $512,300 | 26,808 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $445,694 | 21,143 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $223,817 | 13,043 | Shares | Sole | 2022-10-25 | |
| No filing history on record for this holder in this stock. | ||||||