Transamerica Financial Advisors, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1502149
CEDAR RAPIDS, IA
Position in NLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$79,841
+$21,594 QoQ
Shares Held
3,775
+44.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Transamerica Financial Advisors, LLC holds $231,709 across 12 REIT - Mortgage names. NLY ranks #2 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
14,785 | $148,293 | |
| 2 | NLY |
Annaly Capital Management Inc
This page
|
3,775 | $79,841 | |
| 3 | RITM |
Rithm Capital Corp.
|
210 | $1,990 | |
| 4 | ABR |
Arbor Realty Trust Inc
|
61 | $470 | |
| 5 | SEVN |
Seven Hills Realty Trust
|
25 | $205 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
10 | $191 | |
| 7 | SUNS |
Sunrise Realty Trust, Inc.
|
23 | $176 | |
| 8 | RPT |
Rithm Property Trust Inc.
|
13 | $174 |
All Filings in NLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,841 | 3,775 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $58,247 | 2,605 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $49,615 | 2,455 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||