Merit Financial Group, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1621225
ALPHARETTA, GA
Position in NLY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$581,582
-$2,875 QoQ
Shares Held
26,010
-5.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#392
of 785 holders
Holding Since
Mar 2022
8 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, 2026Merit Financial Group, LLC holds $2,799,738 across 6 REIT - Mortgage names. NLY ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
121,363 | $1,296,155 | |
| 2 | NLY |
Annaly Capital Management Inc
This page
|
26,010 | $581,582 | |
| 3 | BRSP |
BrightSpire Capital, Inc.
|
87,355 | $476,084 | |
| 4 | ORC |
Orchid Island Capital, Inc.
|
38,624 | $269,208 | |
| 5 | AGNC |
AGNC Investment Corp.
|
12,626 | $137,622 | |
| 6 | RC |
Ready Capital Corp
|
22,336 | $39,087 |
All Filings in NLY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $581,582 | 26,010 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $584,457 | 27,634 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $642,848 | 28,750 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $445,670 | 22,052 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $467,959 | 24,865 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $264,639 | 13,030 | Shares | Sole | 2025-04-09 | |
| 2022-06-30 | $118,200 | 20,000 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $211,200 | 30,000 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||