Position in NLY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$286,386
-$19,822 QoQ
Shares Held
12,808
-11.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#504
of 781 holders
Holding Since
Sep 2025
4 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, 2026Ascent Group, LLC holds $467,171 across 3 REIT - Mortgage names. NLY ranks #1 (61.3% of the industry book) .
All Filings in NLY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,386 | 12,808 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $306,208 | 14,478 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $312,278 | 13,966 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $229,362 | 11,349 | Shares | Other | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||