Position in NLY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$474,456
+$99,700 QoQ
Shares Held
21,219
+19.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#417
of 781 holders
Holding Since
Sep 2025
3 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, 2026Icon Wealth Advisors, LLC holds $1,129,475 across 2 REIT - Mortgage names. NLY ranks #2 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
39,989 | $655,019 | |
| 2 | NLY |
Annaly Capital Management Inc
This page
|
21,219 | $474,456 |
All Filings in NLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,456 | 21,219 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $374,756 | 17,719 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $102,262 | 5,060 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||