World Investment Advisors
Position in NLY — Annaly Capital Management Inc
CIK 1652594
SANTA BARBARA, CA
Position in NLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$321,916
-$21,306 QoQ
Shares Held
14,397
-11.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#484
of 781 holders
Holding Since
Jun 2025
5 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, 2026World Investment Advisors holds $649,652 across 3 REIT - Mortgage names. NLY ranks #1 (49.6% of the industry book) .
All Filings in NLY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,916 | 14,397 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $343,222 | 16,228 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $411,558 | 18,406 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $776,568 | 38,425 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $481,678 | 25,594 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||