Ascentis Independent Advisors
Position in NLY — Annaly Capital Management Inc
CIK 1845003
DALLAS, TX
Position in NLY
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$145,172
+$111,716 QoQ
Shares Held
6,864
+311.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Ascentis Independent Advisors holds $2,351,136 across 11 REIT - Mortgage names. NLY ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWO |
Two Harbors Investment Corp.
|
121,583 | $1,388,477 | |
| 2 | TRTX |
TPG RE Finance Trust, Inc.
|
96,974 | $757,366 | |
| 3 | NLY |
Annaly Capital Management Inc
This page
|
6,864 | $145,172 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
2,146 | $41,095 | |
| 5 | EFC |
Ellington Financial Inc.
|
880 | $10,428 | |
| 6 | STWD |
Starwood Property Trust, Inc.
|
136 | $2,341 | |
| 7 | SUNS |
Sunrise Realty Trust, Inc.
|
285 | $2,185 | |
| 8 | GPMT |
Granite Point Mortgage Trust Inc.
|
1,248 | $1,809 |
All Filings in NLY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $145,172 | 6,864 | Shares | Sole | 2026-04-28 | |
| 2024-09-30 | $33,456 | 1,667 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||