PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in NLY — Annaly Capital Management Inc

CIK 12600 DES MOINES, IA

Position in NLY

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,752,330

+$209,353 QoQ

Shares Held

78,369

+7.4% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#247

of 781 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $3,275,782 across 3 REIT - Mortgage names. NLY ranks #1 (53.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc This page	78,369	$1,752,330
2	AGNC	AGNC Investment Corp.	107,929	$1,176,426
3	STWD	Starwood Property Trust, Inc.	21,186	$347,026

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,752,330	78,369	+7.4%	Shares	Sole	2026-08-04
2026-03-31	$1,542,977	72,954	+2.8%	Shares	Sole	2026-05-13
2025-12-31	$1,586,732	70,963	-11.2%	Shares	Sole	2026-02-12
2025-09-30	$1,614,880	79,905	+23.7%	Shares	Sole	2025-11-12
2025-06-30	$1,215,809	64,602	+19.5%	Shares	Sole	2025-08-11
2025-03-31	$1,097,917	54,058	+0.1%	Shares	Sole	2025-04-30
2024-12-31	$988,071	53,993	+2.8%	Shares	Sole	2025-01-30
2024-09-30	$1,054,517	52,542	+7.1%	Shares	Sole	2024-10-28
2024-06-30	$934,778	49,044	-0.8%	Shares	Sole	2024-07-31
2024-03-31	$973,729	49,453	+6.8%	Shares	Sole	2024-05-10
2023-12-31	$897,102	46,314	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.