ELEVATION POINT WEALTH PARTNERS, LLC

Position in NLY — Annaly Capital Management Inc

CIK 1744349 DENVER, CO

Back to NLY Full portfolio

Position in NLY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

-$212,367 QoQ

Shares Held

-100.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

3 quarters on record

Common Shares in NLY Over Time

Shares Held

Position Value (USD)

Derivatives in NLY

reported options exposure · as of Jun 30, 2026

CallValue

$41,544

CallShares

1,858

PutValue

PutShares

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, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $1,889,920 across 4 REIT - Mortgage names.

#	Ticker	Company	Shares	Value (USD)
1	BXMT	Blackstone Mortgage Trust, Inc.	39,337	$666,762
2	RITM	Rithm Capital Corp.	59,255	$556,404
3	STWD	Starwood Property Trust, Inc.	29,908	$489,893
4	LADR	Ladder Capital Corp	17,775	$176,861

All Filings in NLY

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,544	1,858	—	Call	Sole	2026-08-12
2026-03-31	$212,367	10,041	+455.1%	Shares	Sole	2026-04-27
2025-06-30	$34,045	1,809	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.