Position in NLY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,602,876
+$764,576 QoQ
Shares Held
71,685
+80.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#255
of 781 holders
Holding Since
Jun 2024
7 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, 2026J. Safra Sarasin Holding AG holds $1,864,119 across 3 REIT - Mortgage names. NLY ranks #1 (86.0% of the industry book) .
All Filings in NLY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,602,876 | 71,685 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $838,300 | 39,636 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $970,871 | 43,420 | Shares | Defined | 2026-01-15 | |
| 2025-03-31 | $1,456,632 | 71,720 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $1,453,586 | 79,431 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,545,048 | 76,983 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,513,211 | 79,392 | Shares | Defined | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||