Position in NLY
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$483,020
+$40,203 QoQ
Shares Held
21,602
+3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#415
of 781 holders
Holding Since
Jun 2024
9 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, 2026Fermata Advisors, LLC holds $1,162,650 across 3 REIT - Mortgage names. NLY ranks #1 (41.5% of the industry book) .
All Filings in NLY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,020 | 21,602 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $442,817 | 20,937 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $419,607 | 18,766 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $393,892 | 19,490 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $374,009 | 19,873 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $328,433 | 16,171 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $329,802 | 18,022 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $350,402 | 17,459 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $311,135 | 16,324 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||