Position in NLY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$367,643
+$70,888 QoQ
Shares Held
16,442
+17.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#462
of 781 holders
Holding Since
Dec 2025
3 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, 2026Aaron Wealth Advisors LLC holds $367,643 across 1 REIT - Mortgage name. NLY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
16,442 | $367,643 |
All Filings in NLY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,643 | 16,442 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $296,755 | 14,031 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $247,100 | 11,051 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||