Independent Advisor Alliance

Position in NLY — Annaly Capital Management Inc

CIK 1696899 CHARLOTTE, NC

Position in NLY

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

Position Value

$1,450,224

+$82,666 QoQ

Shares Held

64,858

+0.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#266

of 781 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Independent Advisor Alliance holds $9,911,533 across 5 REIT - Mortgage names. NLY ranks #4 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SEVN	Seven Hills Realty Trust	336,118	$2,833,474
2	MFA	Mfa Financial, Inc.	233,109	$2,258,825
3	RITM	Rithm Capital Corp.	229,761	$2,157,455
4	NLY	Annaly Capital Management Inc This page	64,858	$1,450,224
5	AGNC	AGNC Investment Corp.	111,152	$1,211,555

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,450,224	64,858	+0.3%	Shares	Sole	2026-08-12
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	-78.9%	Shares	Sole	2022-11-04
2022-06-30	$294,353	49,806	-60.3%	Shares	Sole	2022-08-04
2022-03-31	$882,330	125,331	-1.5%	Shares	Sole	2022-05-06
2021-12-31	$995,110	127,252	+12.9%	Shares	Sole	2022-02-11
2021-09-30	$949,371	112,752	+15.1%	Shares	Sole	2021-11-01
2021-06-30	$869,733	97,943	+20.9%	Shares	Sole	2021-08-12
2021-03-31	$696,419	80,979	+14.2%	Shares	Sole	2021-05-14
2020-12-31	$599,400	70,935	-4.5%	Shares	Sole	2021-02-11
2020-09-30	$528,873	74,280	+27.9%	Shares	Sole	2020-11-04
2020-06-30	$380,926	58,068	+177.4%	Shares	Sole	2020-08-06
2020-03-31	$106,115	20,930	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.