Position in NLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$841,093
+$118,525 QoQ
Shares Held
37,616
+10.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#336
of 781 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Invst, LLC holds $978,761 across 2 REIT - Mortgage names. NLY ranks #1 (85.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
37,616 | $841,093 | |
| 2 | DX |
Dynex Capital Inc
|
10,501 | $137,668 |
All Filings in NLY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $841,093 | 37,616 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $722,568 | 34,164 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $747,852 | 33,446 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $701,165 | 34,694 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $666,378 | 35,408 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $703,558 | 34,641 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $591,218 | 32,307 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $740,763 | 36,909 | Shares | Sole | 2024-11-19 | |
| No filing history on record for this holder in this stock. | ||||||