Baird Financial Group, Inc.

Position in NLY — Annaly Capital Management Inc

CIK 1648711 MILWAUKEE, WI

Back to NLY Full portfolio

Position in NLY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,993,994

+$462,713 QoQ

Shares Held

223,345

+4.2% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#144

of 781 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, 2026

Baird Financial Group, Inc. holds $12,849,158 across 4 REIT - Mortgage names. NLY ranks #2 (38.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	507,773	$5,534,725
2	NLY	Annaly Capital Management Inc This page	223,345	$4,993,994
3	STWD	Starwood Property Trust, Inc.	135,669	$2,222,258
4	RITM	Rithm Capital Corp.	10,456	$98,181

All Filings in NLY

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,993,994	223,345	+4.2%	Shares	Defined	2026-08-12
2026-03-31	$4,531,281	214,245	+7.1%	Shares	Defined	2026-05-14
2025-12-31	$4,473,766	200,079	-0.7%	Shares	Defined	2026-02-13
2025-09-30	$4,072,274	201,498	+4.2%	Shares	Defined	2025-11-13
2025-06-30	$3,640,558	193,441	+4.7%	Shares	Defined	2025-08-13
2025-03-31	$3,751,988	184,736	-1.9%	Shares	Defined	2025-05-15
2024-12-31	$3,447,354	188,380	+2.7%	Shares	Defined	2025-02-14
2024-09-30	$3,680,657	183,391	+7.6%	Shares	Defined	2024-11-14
2024-06-30	$3,247,881	170,403	-0.5%	Shares	Defined	2024-08-14
2024-03-31	$3,373,723	171,342	+5.1%	Shares	Defined	2024-05-14
2023-12-31	$3,157,348	163,002	+17.9%	Shares	Defined	2024-02-14
2023-09-30	$2,599,767	138,212	+16.4%	Shares	Defined	2023-11-13
2023-06-30	$2,375,926	118,737	+22.0%	Shares	Defined	2023-08-11
2023-03-31	$1,859,784	97,320	+2.0%	Shares	Defined	2023-05-15
2022-12-31	$2,010,609	95,380	-23.6%	Shares	Defined	2023-02-13
2022-09-30	$2,142,202	124,837	-75.1%	Shares	Defined	2022-11-15
2022-06-30	$2,959,172	500,706	+37.9%	Shares	Defined	2022-08-08
2022-03-31	$2,555,646	363,018	-6.5%	Shares	Defined	2022-05-13
2021-12-31	$3,037,647	388,446	+6.6%	Shares	Defined	2022-02-09
2021-09-30	$3,068,450	364,424	+2.3%	Shares	Defined	2021-11-12
2021-06-30	$3,163,047	356,199	+4.0%	Shares	Defined	2021-08-11
2021-03-31	$2,945,009	342,443	+2.8%	Shares	Defined	2021-05-13
2020-12-31	$2,815,066	333,144	+1.9%	Shares	Defined	2021-02-11
2020-09-30	$2,328,353	327,016	+6.7%	Shares	Defined	2020-11-12
2020-06-30	$2,010,430	306,468	-25.4%	Shares	Defined	2020-10-22
2020-03-31	$2,082,720	410,793	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.