OneDigital Investment Advisors LLC

Position in NLY — Annaly Capital Management Inc

CIK 1690370 OVERLAND PARK, KS

Position in NLY

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$271,808

+$38,482 QoQ

Shares Held

12,156

+10.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#514

of 781 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $612,801 across 3 REIT - Mortgage names. NLY ranks #1 (44.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc This page	12,156	$271,808
2	AGNC	AGNC Investment Corp.	22,347	$243,582
3	ADAM	Adamas Trust, Inc.	10,385	$97,411

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$271,808	12,156	+10.2%	Shares	Sole	2026-08-07
2026-03-31	$233,326	11,032	+4.5%	Shares	Sole	2026-05-08
2025-12-31	$235,942	10,552	+0.2%	Shares	Sole	2026-02-13
2025-09-30	$212,811	10,530	+4.3%	Shares	Sole	2025-11-10
2025-06-30	$189,950	10,093	-17.6%	Shares	Sole	2025-08-07
2025-03-31	$248,777	12,249	+1.0%	Shares	Sole	2025-04-29
2024-12-31	$221,942	12,128	+1.9%	Shares	Sole	2025-02-13
2024-09-30	$238,772	11,897	-64.3%	Shares	Sole	2024-11-06
2022-06-30	$196,850	33,308	+45.7%	Shares	Sole	2022-08-08
2022-03-31	$160,913	22,857	+13.0%	Shares	Sole	2022-05-05
2021-12-31	$158,167	20,226	+5.8%	Shares	Sole	2022-02-23
2021-09-30	$160,948	19,115	-2.8%	Shares	Sole	2021-11-05
2021-06-30	$174,669	19,670	+8.3%	Shares	Sole	2021-08-09
2021-03-31	$156,150	18,157	+1.7%	Shares	Sole	2021-05-10
2020-12-31	$150,824	17,849	+0.1%	Shares	Sole	2021-02-08
2020-09-30	$126,949	17,830	+21.8%	Shares	Sole	2020-10-09
2020-06-30	$96,038	14,640	+42.6%	Shares	Sole	2020-08-14
2020-03-31	$52,068	10,270	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.