EVERGREEN CAPITAL MANAGEMENT LLC

Position in NLY — Annaly Capital Management Inc

CIK 1260824 Bellevue, WA

Position in NLY

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$549,074

+$173,517 QoQ

Shares Held

25,961

+54.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 14.217480066253227.ToString("F0")% Shared 81.93058818997727.ToString("F0")% None 3.8519317437695.ToString("F0")%

Real Estate · as of Mar 31, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $24,221,167 across 6 REIT - Mortgage names. NLY ranks #4 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RWT	Redwood Trust Inc	1,678,741	$9,417,736
2	RITM	Rithm Capital Corp.	858,673	$8,140,219
3	AGNC	AGNC Investment Corp.	580,255	$5,819,957
4	NLY	Annaly Capital Management Inc This page	25,961	$549,074
5	STWD	Starwood Property Trust, Inc.	11,325	$195,016
6	LADR	Ladder Capital Corp	10,150	$99,165

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$549,074	25,961	+54.6%	Shares	Other	2026-05-14
2025-12-31	$375,557	16,796	+16.6%	Shares	Sole	2026-01-27
2025-09-30	$291,104	14,404	+11.6%	Shares	Sole	2025-10-28
2025-03-31	$262,039	12,902	+24.9%	Shares	Sole	2025-05-15
2024-12-31	$188,965	10,326	-63.7%	Shares	Other	2025-02-13
2024-09-30	$571,272	28,464	+69.7%	Shares	Other	2024-11-14
2024-06-30	$319,788	16,778	+38.3%	Shares	Sole	2024-08-14
2024-03-31	$238,917	12,134	-96.1%	Shares	Sole	2024-05-15
2023-09-30	$5,895,297	313,413	-12.0%	Shares	Sole	2023-11-14
2023-06-30	$7,128,082	356,226	+8.1%	Shares	Other	2023-08-14
2023-03-31	$6,297,298	329,529	-10.8%	Shares	Other	2023-05-15
2022-12-31	$7,790,071	369,548	-5.9%	Shares	Other	2023-02-14
2022-09-30	$6,741,906	392,885	—	Shares	Other	2022-11-14
No filing history on record for this holder in this stock.