CreativeOne Wealth, LLC

Position in NLY — Annaly Capital Management Inc

CIK 1739728 OVERLAND PARK, KS

Position in NLY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$494,602

+$37,065 QoQ

Shares Held

22,120

+2.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#410

of 781 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $988,102 across 3 REIT - Mortgage names. NLY ranks #1 (50.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc This page	22,120	$494,602
2	STWD	Starwood Property Trust, Inc.	25,657	$420,261
3	ORC	Orchid Island Capital, Inc.	10,508	$73,239

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$494,602	22,120	+2.3%	Shares	Other	2026-08-13
2026-03-31	$457,537	21,633	+5.5%	Shares	Other	2026-05-15
2025-12-31	$458,446	20,503	-27.5%	Shares	Other	2026-02-13
2025-09-30	$571,801	28,293	+24.0%	Shares	Other	2025-11-13
2025-06-30	$429,321	22,812	+73.5%	Shares	Other	2025-08-12
2023-06-30	$263,111	13,149	-33.3%	Shares	Sole	2023-08-14
2023-03-31	$376,772	19,716	+10.8%	Shares	Sole	2023-05-15
2022-12-31	$374,971	17,788	-48.9%	Shares	Sole	2023-02-15
2022-06-30	$205,703	34,806	+52.2%	Shares	Sole	2022-08-12
2022-03-31	$160,990	22,868	+54.4%	Shares	Sole	2022-05-13
2021-12-31	$115,845	14,814	-9.4%	Shares	Sole	2022-02-15
2021-09-30	$137,734	16,358	-4.8%	Shares	Other	2021-11-16
2021-06-30	$152,585	17,183	—	Shares	Other	2021-08-13
No filing history on record for this holder in this stock.