HBK Sorce Advisory LLC

Position in NLY — Annaly Capital Management Inc

CIK 1379995 ERIE, PA

Position in NLY

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$563,732

+$12,648 QoQ

Shares Held

26,654

+8.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

HBK Sorce Advisory LLC holds $2,617,024 across 4 REIT - Mortgage names. NLY ranks #3 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	138,850	$1,392,665
2	EFC	Ellington Financial Inc.	53,085	$629,057
3	NLY	Annaly Capital Management Inc This page	26,654	$563,732
4	RC	Ready Capital Corp	19,488	$31,570

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$563,732	26,654	+8.1%	Shares	Sole	2026-05-11
2025-12-31	$551,084	24,646	+4.8%	Shares	Sole	2026-02-09
2025-09-30	$475,298	23,518	+6.3%	Shares	Sole	2025-10-16
2025-06-30	$416,260	22,118	+3.8%	Shares	Sole	2025-08-04
2025-03-31	$432,826	21,311	+2.6%	Shares	Sole	2025-04-23
2024-12-31	$380,200	20,776	+1.2%	Shares	Sole	2025-02-10
2024-09-30	$412,037	20,530	+9.4%	Shares	Sole	2024-11-12
2024-06-30	$357,622	18,763	+1.9%	Shares	Sole	2024-08-08
2024-03-31	$362,650	18,418	-0.0%	Shares	Sole	2024-05-09
2023-12-31	$356,834	18,422	+2.0%	Shares	Sole	2024-01-25
2023-09-30	$339,670	18,058	+16.3%	Shares	Sole	2023-11-06
2023-06-30	$310,795	15,532	+1.2%	Shares	Sole	2023-08-04
2023-03-31	$293,319	15,349	—	Shares	Sole	2023-08-15
No filing history on record for this holder in this stock.