Position in NLY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$641,374
+$40,291 QoQ
Shares Held
28,684
+0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#378
of 781 holders
Holding Since
Dec 2022
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, 2026Fiduciary Alliance LLC holds $898,733 across 2 REIT - Mortgage names. NLY ranks #1 (71.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
28,684 | $641,374 | |
| 2 | AGNC |
AGNC Investment Corp.
|
23,611 | $257,359 |
All Filings in NLY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,374 | 28,684 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $601,083 | 28,420 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $619,170 | 27,691 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $554,683 | 27,446 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $535,824 | 28,471 | Shares | Sole | 2025-07-09 | |
| 2023-06-30 | $1,860 | 93 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $1,960 | 93 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||