KESTRA PRIVATE WEALTH SERVICES, LLC

Position in NLY — Annaly Capital Management Inc

CIK 1649451 AUSTIN, TX

Position in NLY

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$872,174

-$117,244 QoQ

Shares Held

39,006

-16.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#330

of 781 holders

Holding Since

Sep 2020

11 quarters on record

Real Estate · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $4,035,186 across 8 REIT - Mortgage names. NLY ranks #2 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BXMT	Blackstone Mortgage Trust, Inc.	60,532	$1,026,017
2	NLY	Annaly Capital Management Inc This page	39,006	$872,174
3	AGNC	AGNC Investment Corp.	71,590	$780,331
4	PMT	PennyMac Mortgage Investment Trust	48,760	$550,012
5	ARR	Armour Residential REIT, Inc.	26,688	$465,705
6	RITM	Rithm Capital Corp.	21,891	$205,556
7	ADAM	Adamas Trust, Inc.	12,275	$115,139
8	RC	Ready Capital Corp	11,573	$20,252

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$872,174	39,006	-16.6%	Shares	Sole	2026-07-28
2026-03-31	$989,418	46,781	-4.0%	Shares	Sole	2026-04-20
2025-12-31	$1,089,848	48,741	-0.7%	Shares	Sole	2026-01-29
2025-09-30	$992,209	49,095	+6.2%	Shares	Sole	2025-11-17
2025-06-30	$869,653	46,209	-14.1%	Shares	Sole	2025-08-07
2025-03-31	$1,092,556	53,794	-8.2%	Shares	Sole	2025-05-05
2024-12-31	$1,072,453	58,604	-2.2%	Shares	Sole	2025-01-28
2024-09-30	$1,203,035	59,942	-3.5%	Shares	Sole	2024-11-13
2024-06-30	$1,184,388	62,140	-2.2%	Shares	Sole	2024-08-12
2024-03-31	$1,250,866	63,528	-83.5%	Shares	Sole	2024-05-02
2020-09-30	$2,740,950	384,965	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.