NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in NLY — Annaly Capital Management Inc

CIK 1109767 CEDAR RAPIDS, IA

Position in NLY

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$442,923

-$24,714 QoQ

Shares Held

20,942

+0.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

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 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $6,059,407 across 2 REIT - Mortgage names. NLY ranks #2 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BXMT	Blackstone Mortgage Trust, Inc.	293,289	$5,616,484
2	NLY	Annaly Capital Management Inc This page	20,942	$442,923

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$442,923	20,942	+0.1%	Shares	Sole	2026-04-15
2025-12-31	$467,637	20,914	+6.0%	Shares	Sole	2026-01-26
2025-09-30	$398,642	19,725	0.0%	Shares	Sole	2025-10-28
2025-06-30	$371,224	19,725	0.0%	Shares	Sole	2025-08-11
2025-03-31	$400,614	19,725	-4.4%	Shares	Sole	2025-05-13
2024-12-31	$377,437	20,625	-7.1%	Shares	Sole	2025-01-30
2024-09-30	$445,353	22,190	+5.0%	Shares	Sole	2024-11-04
2024-06-30	$402,642	21,125	0.0%	Shares	Sole	2024-07-29
2024-03-31	$415,951	21,125	-3.0%	Shares	Sole	2024-04-23
2023-12-31	$421,917	21,782	+3.6%	Shares	Sole	2024-02-09
2023-09-30	$395,405	21,021	-3.0%	Shares	Sole	2023-11-14
2023-06-30	$433,676	21,673	0.0%	Shares	Sole	2023-08-14
2023-03-31	$414,171	21,673	+0.0%	Shares	Sole	2023-05-15
2022-12-31	$456,845	21,672	+24.5%	Shares	Sole	2023-02-07
2022-09-30	$298,824	17,414	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.