WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1632972
PLYMOUTH, MN
Position in NLY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$14,994,392
+$13,331,178 QoQ
Shares Held
670,590
+752.7% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#68
of 787 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $37,620,152 across 22 REIT - Mortgage names. NLY ranks #1 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
670,590 | $14,994,392 | |
| 2 | AGNC |
AGNC Investment Corp.
|
1,267,259 | $13,813,123 | |
| 3 | RITM |
Rithm Capital Corp.
|
200,176 | $1,879,652 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
108,870 | $1,783,290 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
132,917 | $1,419,553 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
34,209 | $596,947 | |
| 7 | MFA |
Mfa Financial, Inc.
|
46,188 | $447,561 | |
| 8 | BXMT |
Blackstone Mortgage Trust, Inc.
|
25,638 | $434,564 |
All Filings in NLY
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,994,392 | 670,590 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,663,214 | 78,639 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $7,835,816 | 350,439 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,219,754 | 60,354 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,092,105 | 58,029 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,047,813 | 51,591 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $890,990 | 48,688 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $828,088 | 41,260 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $901,366 | 47,291 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $674,067 | 34,234 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $628,847 | 32,465 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $603,368 | 32,077 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $1,057,176 | 61,607 | Shares | Sole | 2022-10-17 | |
| No filing history on record for this holder in this stock. | ||||||