B. Riley Wealth Advisors, Inc.

Position in NLY — Annaly Capital Management Inc

CIK 1464811 MEMPHIS, TN

Position in NLY

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$372,651

+$54,386 QoQ

Shares Held

16,666

+10.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#458

of 781 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $846,598 across 5 REIT - Mortgage names. NLY ranks #1 (44.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc This page	16,666	$372,651
2	STWD	Starwood Property Trust, Inc.	12,811	$209,844
3	RITM	Rithm Capital Corp.	13,577	$127,488
4	AGNC	AGNC Investment Corp.	10,259	$111,823
5	RC	Ready Capital Corp	14,167	$24,792

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$372,651	16,666	+10.8%	Shares	Sole	2026-07-14
2026-03-31	$318,265	15,048	-88.5%	Shares	Sole	2026-04-27
2025-12-31	$2,924,822	130,806	+0.5%	Shares	Sole	2026-02-17
2025-09-30	$2,629,806	130,124	+23.5%	Shares	Sole	2025-10-31
2025-06-30	$1,982,611	105,346	+301.4%	Shares	Sole	2025-08-19
2024-12-31	$480,283	26,245	+26.9%	Shares	Sole	2025-02-25
2024-09-30	$414,947	20,675	-18.2%	Shares	Sole	2024-12-13
2024-06-30	$481,874	25,282	+22.1%	Shares	Sole	2024-08-19
2024-03-31	$407,760	20,709	-23.0%	Shares	Sole	2024-05-16
2023-12-31	$521,053	26,900	+29.9%	Shares	Sole	2024-03-15
2023-09-30	$389,536	20,709	-73.2%	Shares	Sole	2023-12-01
2023-06-30	$1,543,451	77,134	+134.7%	Shares	Sole	2023-07-27
2023-03-31	$627,916	32,858	-12.2%	Shares	Sole	2023-05-17
2022-12-31	$788,897	37,424	+23.4%	Shares	Sole	2023-03-15
2022-09-30	$520,359	30,324	-65.3%	Shares	Other	2022-11-22
2022-06-30	$516,563	87,405	-64.6%	Shares	Other	2022-08-12
2022-03-31	$1,737,802	246,847	-1.2%	Shares	Other	2022-05-02
2021-12-31	$1,954,131	249,889	+2.4%	Shares	Other	2022-01-28
2021-09-30	$2,054,707	244,027	+6.7%	Shares	Other	2021-11-16
2021-06-30	$2,031,202	228,739	+10.0%	Shares	Other	2021-08-10
2021-03-31	$1,788,249	207,936	+54.5%	Shares	Other	2021-05-13
2020-12-31	$1,137,234	134,584	+6.8%	Shares	Other	2021-02-04
2020-09-30	$897,112	125,999	+2.0%	Shares	Other	2020-11-09
2020-06-30	$810,232	123,511	+1.5%	Shares	Other	2020-07-31
2020-03-31	$616,892	121,675	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.