J.W. COLE ADVISORS, INC.

Position in NLY — Annaly Capital Management Inc

CIK 1404763 TAMPA, FL

Position in NLY

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$2,702,737

-$170,277 QoQ

Shares Held

127,789

-0.5% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

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

Real Estate · as of Mar 31, 2026

J.W. COLE ADVISORS, INC. holds $9,589,788 across 8 REIT - Mortgage names. NLY ranks #2 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	465,812	$4,672,094
2	NLY	Annaly Capital Management Inc This page	127,789	$2,702,737
3	BRSP	BrightSpire Capital, Inc.	255,404	$1,430,262
4	RITM	Rithm Capital Corp.	28,446	$269,668
5	DX	Dynex Capital Inc	19,171	$244,621
6	PMT	PennyMac Mortgage Investment Trust	11,668	$136,048
7	ABR	Arbor Realty Trust Inc	10,520	$81,109
8	RC	Ready Capital Corp	32,870	$53,249

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,702,737	127,789	-0.5%	Shares	Sole	2026-04-23
2025-12-31	$2,873,014	128,489	-5.3%	Shares	Sole	2026-02-11
2025-09-30	$2,742,880	135,719	-0.1%	Shares	Sole	2025-11-05
2025-06-30	$2,555,925	135,809	+10.9%	Shares	Sole	2025-08-12
2025-03-31	$2,486,370	122,421	+35.7%	Shares	Sole	2025-05-05
2024-12-31	$1,651,428	90,242	+26.7%	Shares	Sole	2025-01-31
2024-09-30	$1,429,666	71,234	+44.9%	Shares	Sole	2024-10-24
2024-06-30	$937,256	49,174	+43.7%	Shares	Sole	2024-08-08
2024-03-31	$673,732	34,217	+91.9%	Shares	Sole	2024-04-30
2023-12-31	$345,289	17,826	+38.2%	Shares	Sole	2024-01-31
2023-09-30	$242,686	12,902	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.