NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in NLY — Annaly Capital Management Inc
CIK 1109767
CEDAR RAPIDS, IA
Position in NLY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$465,289
+$22,366 QoQ
Shares Held
20,809
-0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#423
of 785 holders
Holding Since
Jun 2022
17 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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $5,436,537 across 2 REIT - Mortgage names. NLY ranks #2 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXMT |
Blackstone Mortgage Trust, Inc.
|
293,289 | $4,971,248 | |
| 2 | NLY |
Annaly Capital Management Inc
This page
|
20,809 | $465,289 |
All Filings in NLY
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,289 | 20,809 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $442,923 | 20,942 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $467,637 | 20,914 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $398,642 | 19,725 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $371,224 | 19,725 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $400,614 | 19,725 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $377,437 | 20,625 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $445,353 | 22,190 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $402,642 | 21,125 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $415,951 | 21,125 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $421,917 | 21,782 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $395,405 | 21,021 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $433,676 | 21,673 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $414,171 | 21,673 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $456,845 | 21,672 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $298,824 | 17,414 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $168,748 | 28,553 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||