MORGAN STANLEY

Position in NLY — Annaly Capital Management Inc

CIK 895421 NEW YORK, NY

Back to NLY Full portfolio

Position in NLY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$148,397,701

+$11,434,412 QoQ

Shares Held

6,636,749

+2.5% QoQ

Ownership

0.881%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#13

of 781 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 58% Shared 0% None 42%

Common Shares in NLY Over Time

Shares Held

Position Value (USD)

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

MORGAN STANLEY holds $757,966,430 across 39 REIT - Mortgage names. NLY ranks #1 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc This page	6,636,749	$148,397,701
2	STWD	Starwood Property Trust, Inc.	8,787,711	$143,942,700
3	AGNC	AGNC Investment Corp.	7,176,369	$78,222,418
4	RITM	Rithm Capital Corp.	6,471,067	$60,763,317
5	ARR	Armour Residential REIT, Inc.	2,754,489	$48,065,828
6	BXMT	Blackstone Mortgage Trust, Inc.	2,825,447	$47,891,323
7	AOMR	Angel Oak Mortgage REIT, Inc.	5,172,061	$46,962,313
8	DX	Dynex Capital Inc	1,281,047	$16,794,521

All Filings in NLY

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$148,397,701	6,636,749	+2.5%	Shares	Defined	2026-08-13
2026-03-31	$136,963,289	6,475,806	-7.2%	Shares	Defined	2026-05-15
2025-12-31	$156,013,070	6,977,329	+33.5%	Shares	Defined	2026-05-27
2025-09-30	$105,613,817	5,225,820	-2.6%	Shares	Defined	2026-05-27
2025-06-30	$100,981,623	5,365,655	+26.1%	Shares	Defined	2025-08-15
2025-03-31	$86,406,128	4,254,364	+6.2%	Shares	Defined	2025-05-15
2024-12-31	$73,281,265	4,004,441	+14.0%	Shares	Defined	2025-05-15
2024-09-30	$70,471,102	3,511,266	+18.6%	Shares	Defined	2025-05-14
2024-06-30	$56,452,550	2,961,834	+9.1%	Shares	Defined	2025-05-14
2024-03-31	$53,456,906	2,714,927	-3.1%	Shares	Defined	2024-10-17
2023-12-31	$54,295,074	2,803,050	-17.0%	Shares	Defined	2024-08-16
2023-09-30	$63,543,956	3,378,201	+29.2%	Shares	Defined	2023-11-15
2023-06-30	$52,312,077	2,614,297	-5.1%	Shares	Defined	2023-08-14
2023-03-31	$52,618,310	2,753,444	-11.1%	Shares	Defined	2023-05-15
2022-12-31	$65,288,865	3,097,195	+11.1%	Shares	Defined	2023-02-14
2022-09-30	$47,831,023	2,787,356	-69.2%	Shares	Defined	2022-11-14
2022-06-30	$53,536,811	9,058,683	+20.6%	Shares	Defined	2022-10-27
2022-03-31	$52,868,516	7,509,733	+3.1%	Shares	Defined	2022-10-27
2021-12-31	$56,983,279	7,286,865	+3.9%	Shares	Defined	2022-02-14
2021-09-30	$59,031,782	7,010,901	+18.1%	Shares	Defined	2021-11-15
2021-06-30	$52,698,241	5,934,487	+38.1%	Shares	Defined	2021-08-23
2021-03-31	$36,966,376	4,298,416	-27.9%	Shares	Defined	2021-05-17
2020-12-31	$50,386,729	5,962,927	-6.7%	Shares	Defined	2021-02-16
2020-09-30	$45,526,751	6,394,207	+0.8%	Shares	Defined	2020-11-13
2020-06-30	$41,601,871	6,341,749	+20.7%	Shares	Defined	2020-08-14
2020-03-31	$26,627,996	5,252,071	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.