Position in NLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$240,034
New position
Shares Held
10,735
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#546
of 781 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026WCG Wealth Advisors LLC holds $3,188,785 across 3 REIT - Mortgage names. NLY ranks #3 (7.5% of the industry book) .
All Filings in NLY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,034 | 10,735 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||