Position in NLY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$142,857,777
+$78,858,788 QoQ
Shares Held
6,754,505
+136.0% QoQ
Ownership
0.922%
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 0.ToString("F0")%
Shared 94.70756184205949.ToString("F0")%
None 5.2924381579405155.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Invesco Ltd. holds $511,262,926 across 33 REIT - Mortgage names. NLY ranks #1 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
6,754,505 | $142,857,777 | |
| 2 | ARR |
Armour Residential REIT, Inc.
|
1,799,174 | $30,010,219 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
1,606,897 | $27,670,763 | |
| 4 | PMT |
PennyMac Mortgage Investment Trust
|
2,194,497 | $25,587,832 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
1,322,372 | $25,323,421 | |
| 6 | ADAM |
Adamas Trust, Inc.
|
3,170,045 | $23,331,530 | |
| 7 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
2,170,664 | $22,922,210 | |
| 8 | AGNC |
AGNC Investment Corp.
|
2,256,002 | $22,627,697 |
All Filings in NLY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $142,857,777 | 6,754,505 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $63,998,989 | 2,862,209 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $54,493,329 | 2,696,355 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $52,409,008 | 2,784,751 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $49,660,443 | 2,445,123 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $43,268,240 | 2,364,385 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $35,796,768 | 1,783,596 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $33,338,431 | 1,749,131 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $63,860,985 | 3,243,321 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $37,875,104 | 1,955,349 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $40,323,987 | 2,143,753 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $37,498,635 | 1,873,995 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $40,391,199 | 2,113,616 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $53,180,641 | 2,522,801 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $24,076,353 | 1,403,051 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||