Position in NLY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$13,438
+$6,015 QoQ
Shares Held
601
+71.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#667
of 781 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Key Financial Inc holds $28,278 across 3 REIT - Mortgage names. NLY ranks #1 (47.5% of the industry book) .
All Filings in NLY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,438 | 601 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,423 | 351 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $8,340 | 373 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,538 | 373 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,605 | 351 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||