Pinnacle Wealth Planning Services, Inc.
Position in NLY — Annaly Capital Management Inc
CIK 1726752
MANSFIELD, OH
Position in NLY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$352,729
+$49,354 QoQ
Shares Held
15,775
+10.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#465
of 779 holders
Holding Since
Dec 2020
17 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, 2026Pinnacle Wealth Planning Services, Inc. holds $912,034 across 22 REIT - Mortgage names. NLY ranks #1 (38.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
15,775 | $352,729 | |
| 2 | RITM |
Rithm Capital Corp.
|
17,299 | $162,437 | |
| 3 | BXMT |
Blackstone Mortgage Trust, Inc.
|
3,924 | $66,511 | |
| 4 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
5,841 | $62,381 | |
| 5 | AGNC |
AGNC Investment Corp.
|
4,846 | $52,821 | |
| 6 | EFC |
Ellington Financial Inc.
|
3,145 | $42,803 | |
| 7 | PMT |
PennyMac Mortgage Investment Trust
|
2,388 | $26,936 | |
| 8 | ABR |
Arbor Realty Trust Inc
|
4,821 | $26,129 |
All Filings in NLY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,729 | 15,775 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $303,375 | 14,344 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $347,161 | 15,526 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $308,465 | 15,263 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $267,977 | 14,239 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $292,321 | 14,393 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $278,428 | 14,608 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $287,414 | 14,597 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $283,015 | 14,611 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $300,470 | 15,974 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $319,638 | 15,974 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $305,262 | 15,974 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $225,829 | 10,713 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $177,673 | 10,354 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $244,821 | 41,425 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $111,907 | 15,896 | Shares | Sole | 2022-04-20 | |
| 2020-12-31 | $2,602 | 308 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||