Institute for Wealth Management, LLC.
Position in NLY — Annaly Capital Management Inc
CIK 1533954
DENVER, CO
Position in NLY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,298
-$49,030 QoQ
Shares Held
550
-78.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#671
of 781 holders
Holding Since
Dec 2020
8 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, 2026Institute for Wealth Management, LLC. holds $113,441 across 6 REIT - Mortgage names. NLY ranks #5 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
1,976 | $32,366 | |
| 2 | RC |
Ready Capital Corp
|
16,346 | $28,605 | |
| 3 | DX |
Dynex Capital Inc
|
1,250 | $16,387 | |
| 4 | AGNC |
AGNC Investment Corp.
|
1,433 | $15,619 | |
| 5 | NLY |
Annaly Capital Management Inc
This page
|
550 | $12,298 | |
| 6 | EFC |
Ellington Financial Inc.
|
600 | $8,166 |
All Filings in NLY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,298 | 550 | Shares | Sole | 2026-07-28 | |
| 2022-06-30 | $61,328 | 10,377 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $73,054 | 10,377 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $81,148 | 10,377 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $90,742 | 10,777 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $95,699 | 10,777 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $92,682 | 10,777 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $104,585 | 12,377 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||