Position in NLY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,229
+$0 QoQ
Shares Held
55
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#742
of 781 holders
Holding Since
Dec 2023
9 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, 2026Activest Wealth Management holds $16,021 across 4 REIT - Mortgage names. NLY ranks #3 (7.7% 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 | $1,229 | 55 | Shares | Sole | 2026-07-16 | |
| 2025-12-31 | $1,229 | 55 | Shares | Sole | 2026-01-30 | |
| 2025-06-30 | $0 | 0 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,671 | 230 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $73 | 4 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $0 | 0 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $49,632 | 2,604 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $51,272 | 2,604 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $50,439 | 2,604 | Shares | Sole | 2024-01-19 | |
| No filing history on record for this holder in this stock. | ||||||