Position in NLY
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$5,750,048
+$549,471 QoQ
Shares Held
271,870
+16.9% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026HSBC HOLDINGS PLC holds $8,456,965 across 12 REIT - Mortgage names. NLY ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
271,870 | $5,750,048 | |
| 2 | AGNC |
AGNC Investment Corp.
|
67,122 | $673,233 | |
| 3 | MITT |
TPG Mortgage Investment Trust, Inc.
|
49,428 | $361,318 | |
| 4 | RC |
Ready Capital Corp
|
218,578 | $354,096 | |
| 5 | PMT |
PennyMac Mortgage Investment Trust
|
24,103 | $281,040 | |
| 6 | KREF |
KKR Real Estate Finance Trust Inc.
|
45,499 | $278,453 | |
| 7 | SEVN |
Seven Hills Realty Trust
|
28,511 | $234,360 | |
| 8 | STWD |
Starwood Property Trust, Inc.
|
12,341 | $212,511 |
All Filings in NLY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,750,048 | 271,870 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $5,200,577 | 232,584 | Shares | Defined | 2026-03-20 | |
| 2025-09-30 | $5,233,783 | 258,970 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,468,885 | 396,859 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,946,608 | 342,029 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,717,142 | 367,057 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,013,239 | 349,439 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,515,696 | 289,386 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,784,842 | 293,796 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,135,296 | 265,116 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $8,706,565 | 462,869 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,778,546 | 488,683 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,379,213 | 124,501 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,492,190 | 213,102 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,212,677 | 187,219 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||