CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in NLY — Annaly Capital Management Inc
CIK 884546
SAN FRANCISCO, CA
Position in NLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$110,775,705
+$4,418,644 QoQ
Shares Held
5,237,622
+10.1% QoQ
Ownership
0.715%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 99.99184744527192.ToString("F0")%
Shared 0.ToString("F0")%
None 0.008152554728080796.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $622,425,397 across 36 REIT - Mortgage names. NLY ranks #1 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
5,237,622 | $110,775,705 | |
| 2 | AGNC |
AGNC Investment Corp.
|
7,715,742 | $77,388,892 | |
| 3 | RITM |
Rithm Capital Corp.
|
7,012,403 | $66,477,580 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
2,470,144 | $47,303,257 | |
| 5 | STWD |
Starwood Property Trust, Inc.
|
2,568,377 | $44,227,451 | |
| 6 | ABR |
Arbor Realty Trust Inc
|
3,346,334 | $25,800,235 | |
| 7 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
2,157,978 | $22,788,247 | |
| 8 | DX |
Dynex Capital Inc
|
1,647,894 | $21,027,127 |
All Filings in NLY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $110,775,705 | 5,237,622 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $106,357,061 | 4,756,577 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $88,795,706 | 4,393,652 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $76,859,995 | 4,083,953 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $77,356,057 | 3,808,767 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $66,104,687 | 3,612,278 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $64,599,248 | 3,218,697 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $61,440,748 | 3,223,544 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $63,032,356 | 3,201,237 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $60,773,936 | 3,137,529 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $56,833,041 | 3,021,427 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $59,161,105 | 2,956,577 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $53,431,139 | 2,795,978 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $58,559,818 | 2,777,980 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $42,241,828 | 2,461,645 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||