Valeo Financial Advisors, LLC

Position in NLY — Annaly Capital Management Inc

CIK 1722641 CARMEL, IN

Position in NLY

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$316,404

+$18,614 QoQ

Shares Held

14,960

+12.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $344,895 across 2 REIT - Mortgage names.

#	Ticker	Company	Shares	Value (USD)	Open
1	RITM	Rithm Capital Corp.	21,722	$203,969
2	AGNC	AGNC Investment Corp.	12,929	$140,926

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$316,404	14,960	+12.3%	Shares	Sole	2026-05-08
2025-12-31	$297,790	13,318	+7.5%	Shares	Sole	2026-02-04
2025-09-30	$250,341	12,387	+23.8%	Shares	Sole	2025-11-03
2025-06-30	$188,350	10,008	-54.4%	Shares	Sole	2025-09-12
2023-03-31	$419,789	21,967	-0.8%	Shares	Sole	2023-04-17
2022-09-30	$379,905	22,139	+70.3%	Shares	Sole	2022-10-31
2022-03-31	$91,520	13,000	+550.0%	Shares	Sole	2022-04-28
2021-03-31	$17,200	2,000	0.0%	Shares	Sole	2021-04-12
2020-12-31	$16,900	2,000	-78.3%	Shares	Sole	2021-02-11
2020-09-30	$65,504	9,200	+115.3%	Shares	Sole	2020-10-28
2020-06-30	$28,037	4,274	+11.0%	Shares	Sole	2020-07-20
2020-03-31	$19,519	3,850	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.