West Branch Capital LLC

Position in NLY — Annaly Capital Management Inc

CIK 1738723 AMHERST, MA

Position in NLY

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$20,258

+$1,477 QoQ

Shares Held

906

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#654

of 781 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

West Branch Capital LLC holds $20,258 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	906	$20,258

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,258	906	+2.0%	Shares	Sole	2026-07-10
2026-03-31	$18,781	888	+2.0%	Shares	Sole	2026-04-14
2025-12-31	$19,475	871	+2.2%	Shares	Sole	2026-01-16
2025-09-30	$17,218	852	+2.2%	Shares	Sole	2025-10-21
2025-06-30	$15,695	834	+2.2%	Shares	Sole	2025-07-16
2025-03-31	$16,572	816	+2.0%	Shares	Sole	2025-04-16
2024-12-31	$14,640	800	+8.0%	Shares	Sole	2025-01-17
2024-09-30	$14,871	741	+1.9%	Shares	Sole	2024-10-18
2024-06-30	$13,856	727	+2.0%	Shares	Sole	2024-07-26
2024-03-31	$14,038	713	+1.9%	Shares	Sole	2024-04-24
2023-12-31	$13,559	700	0.0%	Shares	Sole	2024-01-19
2023-09-30	$13,167	700	0.0%	Shares	Sole	2023-10-20
2023-06-30	$14,007	700	0.0%	Shares	Sole	2023-08-07
2023-03-31	$13,377	700	+40.0%	Shares	Sole	2023-04-20
2022-12-31	$10,540	500	0.0%	Shares	Sole	2023-01-27
2022-09-30	$8,580	500	-75.0%	Shares	Sole	2022-10-19
2022-06-30	$11,820	2,000	0.0%	Shares	Sole	2022-07-28
2022-03-31	$14,080	2,000	0.0%	Shares	Sole	2022-05-03
2021-12-31	$15,640	2,000	+8.1%	Shares	Sole	2022-01-24
2021-09-30	$15,577	1,850	0.0%	Shares	Sole	2021-11-09
2021-06-30	$16,428	1,850	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.