Position in NLY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$201
-$750 QoQ
Shares Held
9
-80.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#774
of 781 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $110,551 across 14 REIT - Mortgage names. NLY ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RITM |
Rithm Capital Corp.
|
6,659 | $62,528 | |
| 2 | AGNC |
AGNC Investment Corp.
|
1,101 | $12,000 | |
| 3 | ACR |
ACRES Commercial Realty Corp.
|
392 | $6,973 | |
| 4 | EFC |
Ellington Financial Inc.
|
500 | $6,805 | |
| 5 | STWD |
Starwood Property Trust, Inc.
|
410 | $6,715 | |
| 6 | CIM |
Chimera Investment Corp
|
500 | $6,670 | |
| 7 | DX |
Dynex Capital Inc
|
200 | $2,622 | |
| 8 | ARR |
Armour Residential REIT, Inc.
|
100 | $1,745 |
All Filings in NLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201 | 9 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $951 | 45 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $43,467 | 1,944 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||