EverSource Wealth Advisors, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1710537
BIRMINGHAM, AL
Position in NLY
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$183,617
-$16,948 QoQ
Shares Held
8,682
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $846,337 across 35 REIT - Mortgage names. NLY ranks #1 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
8,682 | $183,617 | |
| 2 | RITM |
Rithm Capital Corp.
|
10,309 | $97,727 | |
| 3 | DX |
Dynex Capital Inc
|
7,181 | $91,626 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
5,153 | $88,732 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
8,026 | $84,752 | |
| 6 | BRSP |
BrightSpire Capital, Inc.
|
15,074 | $84,413 | |
| 7 | ARR |
Armour Residential REIT, Inc.
|
2,677 | $44,649 | |
| 8 | BXMT |
Blackstone Mortgage Trust, Inc.
|
1,986 | $38,028 |
All Filings in NLY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $183,617 | 8,682 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $200,565 | 8,970 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $137,688 | 6,813 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $117,736 | 6,256 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $124,376 | 6,124 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $106,850 | 5,839 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $108,577 | 5,410 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $45,933 | 2,410 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $40,895 | 2,077 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $19,389 | 1,001 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $27,424 | 1,458 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $31,615 | 1,580 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $40,894 | 2,140 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $42,369 | 2,010 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,973 | 115 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||