MISSION WEALTH MANAGEMENT, LP

Position in NLY — Annaly Capital Management Inc

CIK 1645382 Santa Barbara, CA

Position in NLY

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

Position Value

$215,192

-$24,226 QoQ

Shares Held

9,624

-15.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#561

of 781 holders

Holding Since

Jun 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $509,849 across 4 REIT - Mortgage names. NLY ranks #1 (42.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc This page	9,624	$215,192
2	AGNC	AGNC Investment Corp.	16,780	$182,902
3	ABR	Arbor Realty Trust Inc	12,197	$66,107
4	RC	Ready Capital Corp	26,085	$45,648

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$215,192	9,624	-15.0%	Shares	Sole	2026-07-20
2026-03-31	$239,418	11,320	-2.7%	Shares	Sole	2026-05-15
2025-12-31	$260,136	11,634	+8.2%	Shares	Sole	2026-02-05
2025-09-30	$217,338	10,754	-2.1%	Shares	Sole	2025-11-04
2023-09-30	$206,684	10,988	0.0%	Shares	Sole	2023-10-24
2023-06-30	$219,869	10,988	0.0%	Shares	Sole	2023-08-04
2023-03-31	$209,980	10,988	-10.2%	Shares	Sole	2023-04-07
2022-09-30	$209,901	12,232	-66.2%	Shares	Sole	2022-10-12
2022-06-30	$214,001	36,210	-11.0%	Shares	Sole	2022-07-27
2022-03-31	$286,464	40,691	+14.0%	Shares	Sole	2022-04-25
2021-12-31	$279,103	35,691	-33.2%	Shares	Sole	2022-02-11
2021-09-30	$449,914	53,434	+0.9%	Shares	Sole	2021-11-05
2021-06-30	$470,053	52,934	+146.3%	Shares	Sole	2021-08-10
2021-03-31	$184,839	21,493	0.0%	Shares	Sole	2021-05-10
2020-12-31	$181,615	21,493	-8.5%	Shares	Sole	2021-01-19
2020-09-30	$167,270	23,493	0.0%	Shares	Sole	2020-10-16
2020-06-30	$154,114	23,493	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.