MERCER GLOBAL ADVISORS INC /ADV
Position in NLY — Annaly Capital Management Inc
CIK 853758
DENVER, CO
Position in NLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,868,328
-$477,117 QoQ
Shares Held
372,025
-0.3% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 4.915261071164572.ToString("F0")%
Shared 0.ToString("F0")%
None 95.08473892883543.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $20,124,539 across 24 REIT - Mortgage names. NLY ranks #1 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
372,025 | $7,868,328 | |
| 2 | AGNC |
AGNC Investment Corp.
|
253,471 | $2,542,314 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
141,197 | $2,431,412 | |
| 4 | RITM |
Rithm Capital Corp.
|
218,060 | $2,067,208 | |
| 5 | LOAN |
Manhattan Bridge Capital, Inc
|
219,801 | $978,114 | |
| 6 | MFA |
Mfa Financial, Inc.
|
44,270 | $424,106 | |
| 7 | ABR |
Arbor Realty Trust Inc
|
51,409 | $396,363 | |
| 8 | BXMT |
Blackstone Mortgage Trust, Inc.
|
19,929 | $381,640 |
All Filings in NLY
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,868,328 | 372,025 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,345,445 | 373,231 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,870,793 | 339,970 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,573,806 | 296,164 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,786,823 | 235,688 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,448,473 | 243,086 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $5,119,510 | 264,301 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $6,071,661 | 322,789 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $6,952,154 | 347,434 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,563,642 | 814,424 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $16,217,729 | 769,342 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,937,513 | 404,284 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||