Position in NLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$12,699
+$7,180 QoQ
Shares Held
568
+117.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#669
of 781 holders
Holding Since
Mar 2025
6 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, 2026Bare Financial Services, Inc holds $55,914 across 8 REIT - Mortgage names. NLY ranks #1 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
568 | $12,699 | |
| 2 | ARR |
Armour Residential REIT, Inc.
|
660 | $11,516 | |
| 3 | RITM |
Rithm Capital Corp.
|
1,030 | $9,671 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
516 | $8,746 | |
| 5 | EFC |
Ellington Financial Inc.
|
507 | $6,900 | |
| 6 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
319 | $3,406 | |
| 7 | LADR |
Ladder Capital Corp
|
232 | $2,308 | |
| 8 | DX |
Dynex Capital Inc
|
51 | $668 |
All Filings in NLY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,699 | 568 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,519 | 261 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,075 | 227 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,900 | 193 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,387 | 180 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,198 | 59 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||