Sowell Financial Services LLC

Position in NLY — Annaly Capital Management Inc

CIK 1633697 NORTH LITTLE ROCK, AR

Position in NLY

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,225,506

+$217,857 QoQ

Shares Held

54,808

+15.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#280

of 781 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Sowell Financial Services LLC holds $4,616,462 across 4 REIT - Mortgage names. NLY ranks #2 (26.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	266,943	$2,909,678
2	NLY	Annaly Capital Management Inc This page	54,808	$1,225,506
3	RITM	Rithm Capital Corp.	44,426	$417,160
4	RC	Ready Capital Corp	36,639	$64,118

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,225,506	54,808	+15.0%	Shares	Sole	2026-07-20
2026-03-31	$1,007,649	47,643	+29.4%	Shares	Sole	2026-04-20
2025-12-31	$823,250	36,818	+3.0%	Shares	Sole	2026-01-21
2025-09-30	$722,123	35,731	+8.7%	Shares	Sole	2025-10-17
2025-06-30	$618,782	32,879	+0.8%	Shares	Sole	2025-07-14
2025-03-31	$662,227	32,606	+0.1%	Shares	Sole	2025-04-17
2024-12-31	$596,342	32,587	+13.3%	Shares	Sole	2025-02-07
2024-09-30	$577,173	28,758	-3.5%	Shares	Sole	2024-10-04
2024-06-30	$568,083	29,805	-1.9%	Shares	Sole	2024-08-13
2024-03-31	$598,103	30,376	+0.9%	Shares	Sole	2024-05-03
2023-12-31	$583,153	30,106	+117.2%	Shares	Sole	2024-01-24
2023-09-30	$260,687	13,859	-4.7%	Shares	Sole	2023-11-08
2023-06-30	$290,905	14,538	+6.3%	Shares	Sole	2023-08-14
2023-03-31	$261,463	13,682	-3.6%	Shares	Sole	2023-05-12
2022-12-31	$299,272	14,197	-77.7%	Shares	Sole	2023-02-09
2022-03-31	$447,356	63,545	-27.1%	Shares	Sole	2022-05-13
2021-12-31	$681,372	87,132	-30.9%	Shares	Sole	2022-02-09
2021-09-30	$1,060,962	126,005	+30.2%	Shares	Sole	2021-11-04
2021-06-30	$859,290	96,767	+74.6%	Shares	Sole	2021-08-05
2021-03-31	$476,594	55,418	-32.3%	Shares	Sole	2021-05-07
2020-12-31	$691,429	81,826	+5.6%	Shares	Sole	2021-01-13
2020-09-30	$551,885	77,512	+40.4%	Shares	Sole	2020-11-12
2020-06-30	$362,190	55,212	+300.3%	Shares	Sole	2020-08-13
2020-03-31	$69,935	13,794	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.