Steward Partners Investment Advisory, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1723397
STAMFORD, CT
Position in NLY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,519,093
+$877,191 QoQ
Shares Held
67,938
+123.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#260
of 779 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $5,793,889 across 23 REIT - Mortgage names. NLY ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
185,677 | $2,023,879 | |
| 2 | NLY |
Annaly Capital Management Inc
This page
|
67,938 | $1,519,093 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
41,638 | $682,030 | |
| 4 | EFC |
Ellington Financial Inc.
|
19,807 | $269,573 | |
| 5 | RITM |
Rithm Capital Corp.
|
28,202 | $264,816 | |
| 6 | RWT |
Redwood Trust Inc
|
51,130 | $242,356 | |
| 7 | KREF |
KKR Real Estate Finance Trust Inc.
|
22,862 | $156,376 | |
| 8 | ABR |
Arbor Realty Trust Inc
|
26,446 | $143,337 |
All Filings in NLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,519,093 | 67,938 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $641,902 | 30,350 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $292,893 | 13,099 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $301,533 | 14,920 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $240,670 | 12,788 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $268,152 | 13,203 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $240,590 | 13,147 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $342,113 | 17,046 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $186,444 | 9,782 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $201,034 | 10,210 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $223,123 | 11,519 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $203,430 | 10,815 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,188,233 | 59,382 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,274,140 | 66,674 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $303,973 | 14,420 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $528,390 | 30,792 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $797,306 | 134,908 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $813,176 | 115,508 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $335,079 | 42,849 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $812,454 | 96,491 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $881,490 | 99,267 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $951,280 | 110,614 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $470,521 | 55,683 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $96,817 | 13,598 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $90,029 | 13,724 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $50,583 | 9,977 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||