Position in NLY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$90,893
+$6,843 QoQ
Shares Held
4,065
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#597
of 787 holders
Holding Since
Dec 2021
19 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, 2026Clearstead Advisors, LLC holds $1,573,174 across 28 REIT - Mortgage names. NLY ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
62,695 | $1,026,944 | |
| 2 | AGNC |
AGNC Investment Corp.
|
38,991 | $425,001 | |
| 3 | NLY |
Annaly Capital Management Inc
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|
4,065 | $90,893 | |
| 4 | CMTG |
Claros Mortgage Trust, Inc.
|
3,233 | $7,597 | |
| 5 | ORC |
Orchid Island Capital, Inc.
|
918 | $6,398 | |
| 6 | MITT |
TPG Mortgage Investment Trust, Inc.
|
680 | $5,385 | |
| 7 | PMT |
PennyMac Mortgage Investment Trust
|
214 | $2,413 | |
| 8 | RWT |
Redwood Trust Inc
|
319 | $1,512 |
All Filings in NLY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,893 | 4,065 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $84,050 | 3,974 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $138,609 | 6,199 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $92,885 | 4,596 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $77,990 | 4,144 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $63,956 | 3,149 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $55,741 | 3,046 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $59,908 | 2,985 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $55,807 | 2,928 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,445 | 175 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,421 | 125 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,351 | 125 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,501 | 125 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,388 | 125 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,635 | 125 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,826 | 223 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,271 | 892 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,520 | 500 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,910 | 500 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||