Focus Partners Wealth

Position in NLY — Annaly Capital Management Inc

CIK 1542153 ST LOUIS, MO

Position in NLY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,256,437

+$1,150,483 QoQ

Shares Held

100,914

+93.0% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#219

of 781 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Real Estate · as of Jun 30, 2026

Focus Partners Wealth holds $72,216,763 across 13 REIT - Mortgage names. NLY ranks #8 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	3,343,851	$36,447,975
2	STWD	Starwood Property Trust, Inc.	619,689	$10,150,505
3	LADR	Ladder Capital Corp	721,487	$7,178,795
4	TRTX	TPG RE Finance Trust, Inc.	467,885	$3,916,197
5	RITM	Rithm Capital Corp.	400,437	$3,760,103
6	BXMT	Blackstone Mortgage Trust, Inc.	205,358	$3,480,818
7	ACRE	Ares Commercial Real Estate Corp	627,277	$2,822,746
8	NLY	Annaly Capital Management Inc This page	100,914	$2,256,437

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,256,437	100,914	+93.0%	Shares	Sole	2026-08-12
2026-03-31	$1,105,954	52,291	-24.1%	Shares	Sole	2026-05-15
2025-12-31	$1,540,671	68,903	+97.1%	Shares	Sole	2026-02-13
2025-09-30	$706,541	34,960	+52.9%	Shares	Sole	2025-11-14
2025-06-30	$430,356	22,867	+45.0%	Shares	Sole	2025-08-14
2025-03-31	$320,309	15,771	-13.1%	Shares	Sole	2025-05-20
2024-12-31	$332,108	18,148	+68.4%	Shares	Sole	2025-05-20
2024-09-30	$216,294	10,777	-7.0%	Shares	Sole	2024-11-14
2024-06-30	$220,771	11,583	+5.8%	Shares	Sole	2024-08-15
2024-03-31	$215,585	10,949	—	Shares	Sole	2024-05-16
No filing history on record for this holder in this stock.