Position in NLY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$412,340
+$1,882 QoQ
Shares Held
18,441
-5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#443
of 781 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Obermeyer Wealth Partners holds $412,340 across 1 REIT - Mortgage name. NLY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
18,441 | $412,340 |
All Filings in NLY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,340 | 18,441 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $410,458 | 19,407 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $451,045 | 20,172 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||