White Lighthouse Investment Management Inc.

Position in NLY — Annaly Capital Management Inc

CIK 1727593 BEDFORD, MA

Position in NLY

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$569,934

+$4,764 QoQ

Shares Held

25,489

-4.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#393

of 781 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

White Lighthouse Investment Management Inc. holds $569,934 across 1 REIT - Mortgage name. NLY ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NLY	Annaly Capital Management Inc This page	25,489	$569,934

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$569,934	25,489	-4.6%	Shares	Sole	2026-08-05
2026-03-31	$565,170	26,722	+2.5%	Shares	Sole	2026-05-15
2025-12-31	$582,813	26,065	+47.7%	Shares	Sole	2026-02-09
2025-09-30	$356,645	17,647	+2.5%	Shares	Sole	2025-11-13
2025-06-30	$324,136	17,223	-23.3%	Shares	Sole	2025-07-30
2025-03-31	$455,939	22,449	+0.0%	Shares	Sole	2025-05-12
2024-12-31	$410,780	22,447	+0.1%	Shares	Sole	2025-02-04
2024-09-30	$450,190	22,431	+115.7%	Shares	Sole	2024-10-30
2024-06-30	$198,204	10,399	-63.5%	Shares	Sole	2024-07-15
2022-06-30	$168,435	28,500	0.0%	Shares	Sole	2022-07-20
2022-03-31	$200,640	28,500	0.0%	Shares	Sole	2022-04-20
2021-12-31	$222,870	28,500	0.0%	Shares	Sole	2022-01-12
2021-09-30	$239,970	28,500	+31.0%	Shares	Sole	2021-10-20
2021-06-30	$193,140	21,750	0.0%	Shares	Sole	2021-07-26
2021-03-31	$187,050	21,750	-8.8%	Shares	Sole	2021-05-07
2020-12-31	$201,532	23,850	-35.3%	Shares	Sole	2021-02-03
2020-09-30	$262,372	36,850	0.0%	Shares	Sole	2020-10-15
2020-06-30	$241,736	36,850	0.0%	Shares	Sole	2020-07-23
2020-03-31	$186,829	36,850	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.