Plante Moran Financial Advisors, LLC

Position in NLY — Annaly Capital Management Inc

CIK 1424717 SOUTHFIELD, MI

Position in NLY

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$447

-$343 QoQ

Shares Held

-52.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#759

of 776 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Plante Moran Financial Advisors, LLC holds $4,976 across 11 REIT - Mortgage names. NLY ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RITM	Rithm Capital Corp.	174	$1,633
2	BXMT	Blackstone Mortgage Trust, Inc.	43	$728
3	NLY	Annaly Capital Management Inc This page	20	$447
4	DX	Dynex Capital Inc	33	$432
5	ARR	Armour Residential REIT, Inc.	21	$366
6	ARI	Apollo Commercial Real Estate Finance, Inc.	31	$331
7	AGNC	AGNC Investment Corp.	27	$294
8	ADAM	Adamas Trust, Inc.	25	$234

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$447	20	-52.4%	Shares	Sole	2026-08-06
2025-06-30	$790	42	-94.9%	Shares	Sole	2025-08-05
2023-09-30	$15,367	817	0.0%	Shares	Sole	2023-11-07
2023-06-30	$16,348	817	0.0%	Shares	Sole	2023-08-07
2023-03-31	$15,612	817	-59.0%	Shares	Sole	2023-05-08
2022-12-31	$41,970	1,991	+181.6%	Shares	Sole	2023-02-09
2022-09-30	$12,132	707	-74.2%	Shares	Sole	2022-11-02
2022-06-30	$16,211	2,743	+3.4%	Shares	Sole	2022-08-02
2022-03-31	$18,670	2,652	+5.6%	Shares	Sole	2022-05-06
2021-12-31	$19,636	2,511	+2.5%	Shares	Sole	2022-02-09
2021-09-30	$20,620	2,449	+2.6%	Shares	Sole	2021-11-08
2021-06-30	$21,196	2,387	-28.3%	Shares	Sole	2021-08-10
2021-03-31	$28,646	3,331	+46.7%	Shares	Sole	2021-05-13
2020-12-31	$19,181	2,270	+3.0%	Shares	Sole	2021-02-09
2020-09-30	$15,685	2,203	+2.9%	Shares	Sole	2020-11-12
2020-06-30	$14,044	2,141	+4.0%	Shares	Sole	2020-08-10
2020-03-31	$10,434	2,058	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.