Position in NLY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$67,862
-$8,066 QoQ
Shares Held
3,035
-15.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#601
of 781 holders
Holding Since
Dec 2023
11 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, 2026ROTHSCHILD INVESTMENT LLC holds $1,821,806 across 35 REIT - Mortgage names. NLY ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
88,605 | $1,451,349 | |
| 2 | BXMT |
Blackstone Mortgage Trust, Inc.
|
11,178 | $189,467 | |
| 3 | NLY |
Annaly Capital Management Inc
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|
3,035 | $67,862 | |
| 4 | RITM |
Rithm Capital Corp.
|
3,166 | $29,728 | |
| 5 | AGNC |
AGNC Investment Corp.
|
912 | $9,940 | |
| 6 | ABR |
Arbor Realty Trust Inc
|
1,798 | $9,745 | |
| 7 | ARR |
Armour Residential REIT, Inc.
|
507 | $8,847 | |
| 8 | CIM |
Chimera Investment Corp
|
527 | $7,030 |
All Filings in NLY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,862 | 3,035 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $75,928 | 3,590 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $88,187 | 3,944 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $50,464 | 2,497 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $46,109 | 2,450 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $48,317 | 2,379 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,990,857 | 108,790 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,958,719 | 147,420 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,950,297 | 154,790 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,079,811 | 156,415 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $3,465,583 | 178,915 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||