EVERGREEN CAPITAL MANAGEMENT LLC
Position in NLY — Annaly Capital Management Inc
CIK 1260824
Bellevue, WA
Position in NLY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$245,758
-$303,316 QoQ
Shares Held
10,991
-57.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#543
of 781 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 34%
Shared 66%
None 0%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $28,768,295 across 6 REIT - Mortgage names. NLY ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RITM |
Rithm Capital Corp.
|
1,425,198 | $13,382,608 | |
| 2 | RWT |
Redwood Trust Inc
|
1,677,025 | $7,949,098 | |
| 3 | AGNC |
AGNC Investment Corp.
|
584,361 | $6,369,534 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
28,472 | $466,371 | |
| 5 | LADR |
Ladder Capital Corp
|
35,671 | $354,926 | |
| 6 | NLY |
Annaly Capital Management Inc
This page
|
10,991 | $245,758 |
All Filings in NLY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,758 | 10,991 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $549,074 | 25,961 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $375,557 | 16,796 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $291,104 | 14,404 | Shares | Sole | 2025-10-28 | |
| 2025-03-31 | $262,039 | 12,902 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $188,965 | 10,326 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $571,272 | 28,464 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $319,788 | 16,778 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $238,917 | 12,134 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $5,895,297 | 313,413 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,128,082 | 356,226 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $6,297,298 | 329,529 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $7,790,071 | 369,548 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $6,741,906 | 392,885 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $12,883,492 | 2,179,948 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $15,107,530 | 2,145,956 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,892,769 | 1,265,060 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $10,212,777 | 1,212,919 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,799,302 | 1,103,525 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $9,412,080 | 1,094,428 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,903,959 | 1,053,723 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $10,297,819 | 1,446,323 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $10,336,290 | 1,575,654 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,758,313 | 1,135,762 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||