MATHER GROUP, LLC.

Position in NLY — Annaly Capital Management Inc

CIK 1527641 CHICAGO, IL

Position in NLY

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$68,935

+$5,655 QoQ

Shares Held

3,083

+3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#599

of 781 holders

Holding Since

Sep 2022

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

MATHER GROUP, LLC. holds $82,381 across 4 REIT - Mortgage names. NLY ranks #1 (83.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc This page	3,083	$68,935
2	FBRT	Franklin BSP Realty Trust, Inc.	967	$7,871
3	BRSP	BrightSpire Capital, Inc.	969	$5,281
4	AGNC	AGNC Investment Corp.	27	$294

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$68,935	3,083	+3.0%	Shares	Sole	2026-07-27
2026-03-31	$63,280	2,992	+9.0%	Shares	Sole	2026-04-13
2025-09-30	$55,476	2,745	+4552.5%	Shares	Sole	2025-10-21
2024-06-30	$1,124	59	-68.8%	Shares	Sole	2024-07-09
2024-03-31	$3,721	189	-99.3%	Shares	Sole	2024-04-09
2023-03-31	$541,806	28,352	-4.7%	Shares	Sole	2023-05-09
2022-12-31	$627,024	29,745	+9.0%	Shares	Sole	2023-03-10
2022-09-30	$468,330	27,292	—	Shares	Sole	2022-11-15
No filing history on record for this holder in this stock.