Foundations Investment Advisors, LLC
EndowmentPosition in NLY — Annaly Capital Management Inc
CIK 1743404
PHOENIX, AZ
Position in NLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$316,394
+$39,499 QoQ
Shares Held
14,150
+8.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#487
of 781 holders
Holding Since
Dec 2024
7 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, 2026Foundations Investment Advisors, LLC holds $1,619,160 across 4 REIT - Mortgage names. NLY ranks #2 (19.5% of the industry book) .
All Filings in NLY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,394 | 14,150 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $276,895 | 13,092 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $377,705 | 16,892 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $251,776 | 12,458 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $227,816 | 12,105 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $257,896 | 12,698 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $407,943 | 22,292 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||