Avantax Planning Partners, Inc.
Position in NLY — Annaly Capital Management Inc
CIK 1005441
DUBUQUE, IA
Position in NLY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$262,081
+$156,753 QoQ
Shares Held
11,721
+163.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#522
of 781 holders
Holding Since
Mar 2021
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $522,678 across 2 REIT - Mortgage names. NLY ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
11,721 | $262,081 | |
| 2 | AGNC |
AGNC Investment Corp.
|
23,908 | $260,597 |
All Filings in NLY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,081 | 11,721 | Shares | Sole | 2026-07-28 | |
| 2022-06-30 | $105,328 | 17,822 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $133,513 | 18,965 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $148,306 | 18,965 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $183,008 | 21,735 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $222,257 | 25,029 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $146,845 | 17,075 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||