Prospera Financial Services Inc
Position in NLY — Annaly Capital Management Inc
CIK 1541625
Dallas, TX
Position in NLY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$600,992
+$49,570 QoQ
Shares Held
26,878
+3.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#387
of 787 holders
Holding Since
Sep 2020
18 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, 2026Prospera Financial Services Inc holds $2,789,691 across 6 REIT - Mortgage names. NLY ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
102,821 | $1,120,748 | |
| 2 | NLY |
Annaly Capital Management Inc
This page
|
26,878 | $600,992 | |
| 3 | RITM |
Rithm Capital Corp.
|
39,680 | $372,595 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
21,975 | $359,950 | |
| 5 | LADR |
Ladder Capital Corp
|
23,309 | $231,924 | |
| 6 | MITT |
TPG Mortgage Investment Trust, Inc.
|
13,066 | $103,482 |
All Filings in NLY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,992 | 26,878 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $551,422 | 26,072 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $259,376 | 11,600 | Shares | Sole | 2026-02-09 | |
| 2024-12-31 | $310,477 | 16,966 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $332,539 | 16,569 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $325,125 | 17,058 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $265,618 | 13,490 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $260,216 | 13,434 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $258,468 | 13,741 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $333,786 | 16,681 | Shares | Sole | 2023-08-08 | |
| 2022-06-30 | $75,665 | 12,803 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $102,108 | 14,504 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $136,662 | 17,476 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $144,470 | 17,158 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $145,436 | 16,378 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $163,408 | 19,001 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $133,526 | 15,802 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,955 | 696 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||