Perigon Wealth Management, LLC

Position in NLY — Annaly Capital Management Inc

CIK 1575239 SAN FRANCISCO, CA

Position in NLY

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,155,944

+$95,357 QoQ

Shares Held

51,697

+3.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#289

of 781 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 33% Shared 0% None 67%

Real Estate · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $1,453,382 across 3 REIT - Mortgage names. NLY ranks #1 (79.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc This page	51,697	$1,155,944
2	AGNC	AGNC Investment Corp.	15,933	$173,669
3	RITM	Rithm Capital Corp.	13,181	$123,769

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,155,944	51,697	+3.1%	Shares	Sole	2026-08-07
2026-03-31	$1,060,587	50,146	-25.1%	Shares	Sole	2026-04-10
2025-12-31	$1,496,040	66,907	+6.7%	Shares	Sole	2026-01-16
2025-09-30	$1,267,692	62,726	+32.6%	Shares	Sole	2025-10-17
2025-06-30	$890,505	47,317	+2.8%	Shares	Sole	2025-07-16
2025-03-31	$934,625	46,018	-0.9%	Shares	Sole	2025-04-23
2024-12-31	$849,504	46,421	+8.8%	Shares	Sole	2025-01-22
2024-09-30	$856,005	42,651	+3.7%	Shares	Sole	2024-10-16
2024-06-30	$783,690	41,117	-44.3%	Shares	Sole	2024-08-02
2024-03-31	$1,453,830	73,836	+112.8%	Shares	Sole	2024-04-29
2023-12-31	$672,235	34,705	+10.5%	Shares	Sole	2024-01-29
2023-09-30	$590,709	31,404	+78.1%	Shares	Sole	2023-10-30
2023-06-30	$352,816	17,632	-0.9%	Shares	Sole	2023-08-02
2023-03-31	$340,024	17,793	+3.1%	Shares	Sole	2023-05-03
2022-12-31	$363,840	17,260	+23.1%	Shares	Sole	2023-05-01
2022-06-30	$82,840	14,017	+4.2%	Shares	Sole	2022-08-11
2022-03-31	$94,702	13,452	+23.3%	Shares	Sole	2022-05-16
2021-12-31	$85,347	10,914	+24.1%	Shares	Sole	2022-02-11
2020-12-31	$74,292	8,792	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.