Position in NLY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,078,545
+$389,977 QoQ
Shares Held
334,683
+11.9% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 60.60391474918057.ToString("F0")%
Shared 0.ToString("F0")%
None 39.39608525081943.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $42,330,596 across 17 REIT - Mortgage names. NLY ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
1,436,662 | $14,409,719 | |
| 2 | NLY |
Annaly Capital Management Inc
This page
|
334,683 | $7,078,545 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
393,990 | $6,784,507 | |
| 4 | RITM |
Rithm Capital Corp.
|
691,084 | $6,551,474 | |
| 5 | MFA |
Mfa Financial, Inc.
|
166,052 | $1,590,778 | |
| 6 | RWT |
Redwood Trust Inc
|
184,689 | $1,036,105 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
37,128 | $711,000 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
63,448 | $670,010 |
All Filings in NLY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,078,545 | 334,683 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,688,568 | 299,131 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,570,281 | 374,581 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $8,717,986 | 463,230 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,796,194 | 383,860 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,653,000 | 363,552 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,099,091 | 303,891 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,918,394 | 258,048 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,513,320 | 229,219 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,908,748 | 201,794 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $4,015,200 | 213,461 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,321,659 | 215,975 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,563,707 | 186,484 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,688,470 | 174,975 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,333,860 | 194,281 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||