MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1607355
GLASTONBURY, CT
Position in NLY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,298
+$666 QoQ
Shares Held
550
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#671
of 779 holders
Holding Since
Mar 2020
26 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, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $87,942 across 6 REIT - Mortgage names. NLY ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DX |
Dynex Capital Inc
|
3,300 | $43,263 | |
| 2 | AGNC |
AGNC Investment Corp.
|
1,730 | $18,857 | |
| 3 | NLY |
Annaly Capital Management Inc
This page
|
550 | $12,298 | |
| 4 | CIM |
Chimera Investment Corp
|
461 | $6,149 | |
| 5 | TWO-PC |
Two Harbors Investment Corp.
|
375 | $4,653 | |
| 6 | EFC |
Ellington Financial Inc.
|
200 | $2,722 |
All Filings in NLY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,298 | 550 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $11,632 | 550 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $12,298 | 550 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,115 | 550 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,351 | 550 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $11,170 | 550 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,065 | 550 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $11,038 | 550 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,483 | 550 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,829 | 550 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,827 | 559 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $10,514 | 559 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,185 | 559 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $10,682 | 559 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $11,783 | 559 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,592 | 559 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $13,220 | 2,237 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $15,748 | 2,237 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $17,493 | 2,237 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $18,835 | 2,237 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $19,864 | 2,237 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $19,238 | 2,237 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $18,902 | 2,237 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $15,927 | 2,237 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $14,674 | 2,237 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $11,341 | 2,237 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||