&PARTNERS

Position in NLY — Annaly Capital Management Inc

CIK 107136 NASHVILLE, TN

Position in NLY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,762,779

+$490,402 QoQ

Shares Held

123,559

+15.0% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#196

of 787 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

&PARTNERS holds $10,514,875 across 8 REIT - Mortgage names. NLY ranks #1 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc This page	123,559	$2,762,779
2	RITM	Rithm Capital Corp.	271,191	$2,546,483
3	AGNC	AGNC Investment Corp.	203,193	$2,214,803
4	STWD	Starwood Property Trust, Inc.	130,389	$2,135,771
5	MITT	TPG Mortgage Investment Trust, Inc.	35,100	$277,992
6	RPT	Rithm Property Trust Inc.	16,309	$234,849
7	ADAM	Adamas Trust, Inc.	18,356	$172,179
8	GPMT	Granite Point Mortgage Trust Inc.	113,346	$170,019

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,762,779	123,559	+15.0%	Shares	Sole	2026-08-14
2026-03-31	$2,272,377	107,441	+11.6%	Shares	Sole	2026-05-15
2025-12-31	$2,152,753	96,277	+225.5%	Shares	Sole	2026-02-17
2025-09-30	$597,751	29,577	+46.9%	Shares	Sole	2025-11-14
2025-06-30	$379,034	20,140	-77.8%	Shares	Sole	2025-08-14
2022-03-31	$639,119	90,784	+0.1%	Shares	Sole	2022-04-26
2021-12-31	$709,571	90,738	-1.9%	Shares	Sole	2022-01-12
2021-09-30	$778,833	92,498	+6.4%	Shares	Sole	2021-10-07
2021-06-30	$771,956	86,932	-38.3%	Shares	Sole	2021-07-12
2021-03-31	$1,211,912	140,920	+2.2%	Shares	Sole	2021-04-09
2020-12-31	$1,165,094	137,881	+4.2%	Shares	Sole	2021-01-11
2020-09-30	$941,990	132,302	+27.3%	Shares	Sole	2020-10-05
2020-06-30	$681,780	103,930	+85.5%	Shares	Sole	2020-07-07
2020-03-31	$284,117	56,039	—	Shares	Sole	2020-04-03
No filing history on record for this holder in this stock.