Beacon Pointe Advisors, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1744317
NEWPORT BEACH, CA
Position in NLY
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,008,145
-$110,457 QoQ
Shares Held
45,087
-14.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#307
of 781 holders
Holding Since
Mar 2021
9 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, 2026Beacon Pointe Advisors, LLC holds $4,818,731 across 9 REIT - Mortgage names. NLY ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
180,036 | $1,962,392 | |
| 2 | NLY |
Annaly Capital Management Inc
This page
|
45,087 | $1,008,145 | |
| 3 | RITM |
Rithm Capital Corp.
|
69,239 | $650,154 | |
| 4 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
32,588 | $348,039 | |
| 5 | ABR |
Arbor Realty Trust Inc
|
51,631 | $279,840 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
12,748 | $216,078 | |
| 7 | STWD |
Starwood Property Trust, Inc.
|
11,884 | $194,659 | |
| 8 | ADAM |
Adamas Trust, Inc.
|
12,624 | $118,413 |
All Filings in NLY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,008,145 | 45,087 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $1,118,602 | 52,889 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,036,050 | 46,335 | Shares | Sole | 2026-02-18 | |
| 2023-09-30 | $294,508 | 15,657 | Shares | Sole | 2023-11-14 | |
| 2022-06-30 | $146,443 | 24,779 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $305,148 | 43,345 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $148,971 | 19,050 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $336,276 | 37,869 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $98,427 | 11,445 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||