Quaker Wealth Management, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1733472
MOORESTOWN, NJ
Position in NLY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$983
+$349 QoQ
Shares Held
44
+46.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#747
of 781 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Derivatives in NLY
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$467
PutShares
23
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Quaker Wealth Management, LLC holds $1,070 across 2 REIT - Mortgage names. NLY ranks #1 (91.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
44 | $983 | |
| 2 | AGNC |
AGNC Investment Corp.
|
8 | $87 |
All Filings in NLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $983 | 44 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $634 | 30 | Shares | Sole | 2026-04-10 | |
| 2025-03-31 | $467 | 23 | Put | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||