Position in NLY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$188,763
+$23,963 QoQ
Shares Held
8,442
+8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#565
of 770 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026UMB Bank, n.a. holds $914,223 across 17 REIT - Mortgage names. NLY ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
28,249 | $462,718 | |
| 2 | NLY |
Annaly Capital Management Inc
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|
8,442 | $188,763 | |
| 3 | AGNC |
AGNC Investment Corp.
|
5,239 | $57,105 | |
| 4 | RITM |
Rithm Capital Corp.
|
5,272 | $49,504 | |
| 5 | DX |
Dynex Capital Inc
|
3,500 | $45,885 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
2,085 | $35,340 | |
| 7 | MFA |
Mfa Financial, Inc.
|
1,950 | $18,895 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
1,008 | $10,765 |
All Filings in NLY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,763 | 8,442 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $164,800 | 7,792 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $175,570 | 7,852 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $117,096 | 5,794 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $101,157 | 5,375 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $115,746 | 5,699 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $47,543 | 2,598 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $31,469 | 1,568 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $17,554 | 921 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,599 | 132 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $19,396 | 1,015 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $68,826 | 3,265 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $237,440 | 40,176 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $282,839 | 40,176 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $321,253 | 41,081 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||