Position in NLY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$764,421
-$89,403 QoQ
Shares Held
34,187
-15.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#350
of 781 holders
Holding Since
Mar 2020
19 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, 2026Arkadios Wealth Advisors holds $2,732,530 across 7 REIT - Mortgage names. NLY ranks #2 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
86,499 | $942,839 | |
| 2 | NLY |
Annaly Capital Management Inc
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|
34,187 | $764,421 | |
| 3 | FBRT |
Franklin BSP Realty Trust, Inc.
|
44,491 | $362,156 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
16,091 | $272,742 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
18,846 | $201,274 | |
| 6 | MFA |
Mfa Financial, Inc.
|
10,652 | $103,217 | |
| 7 | BRSP |
BrightSpire Capital, Inc.
|
15,758 | $85,881 |
All Filings in NLY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,421 | 34,187 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $853,824 | 40,370 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $653,425 | 29,223 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $516,162 | 25,540 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $477,801 | 25,388 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $534,071 | 26,296 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $538,020 | 29,400 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $723,904 | 36,069 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $679,641 | 35,658 | Shares | Sole | 2024-07-29 | |
| 2022-06-30 | $193,221 | 32,694 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $210,693 | 29,928 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $231,104 | 29,553 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $232,046 | 27,559 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $240,727 | 27,109 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $225,621 | 26,235 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $218,964 | 25,913 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $180,698 | 25,379 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $162,891 | 24,831 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $122,273 | 24,117 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||