Annex Advisory Services, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1542287
BROOKFIELD, WI
Position in NLY
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$227,552
-$12,907 QoQ
Shares Held
10,759
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Annex Advisory Services, LLC holds $139,934 across 1 REIT - Mortgage name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
12,838 | $139,934 |
All Filings in NLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227,552 | 10,759 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $240,459 | 10,754 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $230,879 | 11,424 | Shares | Sole | 2025-10-17 | |
| 2024-09-30 | $215,913 | 10,758 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $205,047 | 10,758 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $214,325 | 10,885 | Shares | Sole | 2024-04-12 | |
| 2021-12-31 | $78,716 | 10,066 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||