MERCER GLOBAL ADVISORS INC /ADV
Position in NLY — Annaly Capital Management Inc
CIK 853758
DENVER, CO
Position in NLY
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$7,852,071
-$16,257 QoQ
Shares Held
351,166
-5.6% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#107
of 781 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $21,993,811 across 27 REIT - Mortgage names. NLY ranks #1 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
351,166 | $7,852,071 | |
| 2 | AGNC |
AGNC Investment Corp.
|
405,144 | $4,416,069 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
205,427 | $3,364,894 | |
| 4 | RITM |
Rithm Capital Corp.
|
100,971 | $948,117 | |
| 5 | MFA |
Mfa Financial, Inc.
|
43,916 | $425,546 | |
| 6 | TWO-PC |
Two Harbors Investment Corp.
|
15,118 | $377,194 | |
| 7 | LADR |
Ladder Capital Corp
|
35,112 | $349,364 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
32,141 | $343,265 |
All Filings in NLY
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,852,071 | 351,166 | Shares | Sole | 2026-08-19 | |
| 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 | |
| 2022-06-30 | $7,264,217 | 1,229,140 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $7,270,806 | 1,032,785 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $8,037,747 | 1,027,845 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $8,297,691 | 985,474 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,247,905 | 703,593 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,516,625 | 525,189 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $4,667,847 | 552,408 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,800,959 | 674,292 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $1,141,787 | 174,053 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $895,047 | 176,538 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||