YOUSIF CAPITAL MANAGEMENT, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1858789
BLOOMFIELD HILLS, MI
Position in NLY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,199,594
+$102,762 QoQ
Shares Held
232,540
-3.5% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#14
of 204 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $12,264,291 across 13 REIT - Mortgage names. NLY ranks #1 (42.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
232,540 | $5,199,594 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
110,750 | $1,814,085 | |
| 3 | RITM |
Rithm Capital Corp.
|
161,043 | $1,512,193 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
42,013 | $712,120 | |
| 5 | AGNC |
AGNC Investment Corp.
|
55,711 | $607,249 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
31,701 | $553,182 | |
| 7 | EFC |
Ellington Financial Inc.
|
33,212 | $452,015 | |
| 8 | TWO |
Two Harbors Investment Corp.
|
27,789 | $344,861 |
All Filings in NLY
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,199,594 | 232,540 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,096,832 | 240,985 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,362,084 | 239,807 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,619,258 | 228,563 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,339,402 | 230,574 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,534,796 | 223,279 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,033,393 | 220,404 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,126,953 | 205,628 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,404,499 | 231,086 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,909,760 | 249,353 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $4,923,466 | 254,180 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,837,536 | 257,179 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $5,389,873 | 269,359 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $5,065,277 | 265,059 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,637,087 | 267,414 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $4,091,544 | 238,435 | Shares | Sole | 2022-11-04 | |
| No filing history on record for this holder in this stock. | ||||||