New York Life Investment Management LLC

Position in NLY — Annaly Capital Management Inc

CIK 1133639 New York, NY

Position in NLY

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,077,713

+$175,842 QoQ

Shares Held

92,921

+3.3% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#228

of 781 holders

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

New York Life Investment Management LLC holds $4,372,767 across 3 REIT - Mortgage names. NLY ranks #1 (47.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc This page	92,921	$2,077,713
2	AGNC	AGNC Investment Corp.	143,405	$1,563,114
3	STWD	Starwood Property Trust, Inc.	44,685	$731,940

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,077,713	92,921	+3.3%	Shares	Sole	2026-08-10
2026-03-31	$1,901,871	89,923	+48.2%	Shares	Sole	2026-05-07
2025-12-31	$1,356,871	60,683	-4.0%	Shares	Sole	2026-02-05
2025-09-30	$1,277,494	63,211	-1.9%	Shares	Sole	2025-11-06
2025-06-30	$1,212,083	64,404	+4.1%	Shares	Sole	2025-08-01
2025-03-31	$1,256,762	61,879	+3.2%	Shares	Sole	2025-05-08
2024-12-31	$1,097,597	59,978	+0.8%	Shares	Sole	2025-02-05
2024-09-30	$1,194,486	59,516	-5.2%	Shares	Sole	2024-11-07
2024-06-30	$1,196,243	62,762	+15.3%	Shares	Sole	2024-08-05
2024-03-31	$1,071,687	54,428	-2.6%	Shares	Sole	2024-05-06
2023-12-31	$1,082,434	55,882	+6.8%	Shares	Sole	2024-02-06
2023-09-30	$984,383	52,333	+112.5%	Shares	Sole	2023-11-08
2023-06-30	$492,766	24,626	+109.4%	Shares	Sole	2023-08-07
2022-12-31	$247,879	11,759	-10.7%	Shares	Sole	2023-02-10
2022-09-30	$225,928	13,166	-70.8%	Shares	Sole	2022-11-10
2022-06-30	$266,635	45,116	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.