UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1463217
IRVING, TX
Position in NLY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$771,733
+$155,084 QoQ
Shares Held
34,514
+18.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#347
of 781 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $1,816,785 across 6 REIT - Mortgage names. NLY ranks #1 (42.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
34,514 | $771,733 | |
| 2 | RITM |
Rithm Capital Corp.
|
35,553 | $333,842 | |
| 3 | AGNC |
AGNC Investment Corp.
|
29,234 | $318,650 | |
| 4 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
15,992 | $170,794 | |
| 5 | FBRT |
Franklin BSP Realty Trust, Inc.
|
16,156 | $131,509 | |
| 6 | BRSP |
BrightSpire Capital, Inc.
|
16,561 | $90,257 |
All Filings in NLY
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $771,733 | 34,514 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $616,649 | 29,156 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $532,570 | 23,818 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $454,502 | 22,489 | Shares | Defined | 2025-11-14 | |
| 2022-12-31 | $205,972 | 9,771 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $221,329 | 12,898 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $414,970 | 70,215 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $545,452 | 77,479 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $551,364 | 70,507 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $306,555 | 36,408 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $322,859 | 36,358 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $579,046 | 67,331 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $628,519 | 74,381 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $517,481 | 72,680 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $664,547 | 101,303 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $540,953 | 106,697 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||