Strategic Wealth Partners, Ltd.
Position in NLY — Annaly Capital Management Inc
CIK 1720777
INDEPENDENCE, OH
Position in NLY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$42,103
+$3,166 QoQ
Shares Held
1,883
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#624
of 787 holders
Holding Since
Dec 2021
9 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, 2026Strategic Wealth Partners, Ltd. holds $157,066 across 7 REIT - Mortgage names. NLY ranks #1 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
1,883 | $42,103 | |
| 2 | BXMT |
Blackstone Mortgage Trust, Inc.
|
1,950 | $33,052 | |
| 3 | ACRE |
Ares Commercial Real Estate Corp
|
7,000 | $31,500 | |
| 4 | AGNC |
AGNC Investment Corp.
|
2,030 | $22,127 | |
| 5 | BRSP |
BrightSpire Capital, Inc.
|
3,655 | $19,919 | |
| 6 | RITM |
Rithm Capital Corp.
|
573 | $5,380 | |
| 7 | LADR |
Ladder Capital Corp
|
300 | $2,985 |
All Filings in NLY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,103 | 1,883 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $38,937 | 1,841 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $40,985 | 1,833 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $20 | 1 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18 | 1 | Shares | Sole | 2025-08-11 | |
| 2022-09-30 | $372,955 | 21,734 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $2,713,281 | 459,100 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $3,319,550 | 471,527 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $3,895,572 | 498,155 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||