Independent Advisor Alliance

Position in NLY — Annaly Capital Management Inc

CIK 1696899 CHARLOTTE, NC

Position in NLY

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,367,558

+$103,079 QoQ

Shares Held

64,660

+14.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

Independent Advisor Alliance holds $9,985,176 across 5 REIT - Mortgage names. NLY ranks #4 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SEVN	Seven Hills Realty Trust	376,834	$3,097,575
2	MFA	Mfa Financial, Inc.	236,410	$2,264,806
3	RITM	Rithm Capital Corp.	235,027	$2,228,055
4	NLY	Annaly Capital Management Inc This page	64,660	$1,367,558
5	AGNC	AGNC Investment Corp.	102,411	$1,027,182

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,367,558	64,660	+14.3%	Shares	Sole	2026-05-12
2025-12-31	$1,264,479	56,551	+5.2%	Shares	Sole	2026-02-04
2025-09-30	$1,086,145	53,743	+18.0%	Shares	Sole	2025-11-04
2025-06-30	$857,438	45,560	+28.4%	Shares	Sole	2025-08-11
2025-03-31	$720,700	35,485	+13.2%	Shares	Sole	2025-05-12
2024-12-31	$573,722	31,351	+64.3%	Shares	Sole	2025-02-07
2024-09-30	$383,015	19,084	+57.8%	Shares	Sole	2024-11-13
2024-06-30	$230,530	12,095	+3.4%	Shares	Sole	2024-08-12
2024-03-31	$230,353	11,699	+5.3%	Shares	Sole	2024-05-08
2023-12-31	$215,142	11,107	+5.6%	Shares	Sole	2024-02-08
2022-09-30	$180,488	10,518	—	Shares	Sole	2022-11-04
No filing history on record for this holder in this stock.