EverSource Wealth Advisors, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1710537
BIRMINGHAM, AL
Position in NLY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$158,775
-$24,842 QoQ
Shares Held
7,101
-18.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#581
of 781 holders
Holding Since
Dec 2021
17 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, 2026EverSource Wealth Advisors, LLC holds $943,940 across 36 REIT - Mortgage names. NLY ranks #1 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
7,101 | $158,775 | |
| 2 | AGNC |
AGNC Investment Corp.
|
12,944 | $141,086 | |
| 3 | BRSP |
BrightSpire Capital, Inc.
|
20,866 | $113,718 | |
| 4 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
9,323 | $99,566 | |
| 5 | DX |
Dynex Capital Inc
|
6,348 | $83,219 | |
| 6 | STWD |
Starwood Property Trust, Inc.
|
3,566 | $58,408 | |
| 7 | RITM |
Rithm Capital Corp.
|
4,284 | $40,224 | |
| 8 | ARR |
Armour Residential REIT, Inc.
|
2,253 | $39,314 |
All Filings in NLY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,775 | 7,101 | Shares | Sole | 2026-07-24 | |
| 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 | |
| 2021-12-31 | $1,829 | 234 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||