Global Retirement Partners, LLC
PensionPosition in NLY — Annaly Capital Management Inc
CIK 1749744
San Rafael, CA
Position in NLY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$441,408
-$322,476 QoQ
Shares Held
19,741
-42.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#420
of 770 holders
Holding Since
Mar 2020
24 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, 2026Global Retirement Partners, LLC holds $2,895,136 across 26 REIT - Mortgage names. NLY ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
52,371 | $857,836 | |
| 2 | NLY |
Annaly Capital Management Inc
This page
|
19,741 | $441,408 | |
| 3 | AGNC |
AGNC Investment Corp.
|
39,897 | $434,877 | |
| 4 | RITM |
Rithm Capital Corp.
|
32,252 | $302,846 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
20,005 | $213,653 | |
| 6 | DX |
Dynex Capital Inc
|
8,290 | $108,681 | |
| 7 | CIM |
Chimera Investment Corp
|
5,932 | $79,132 | |
| 8 | EFC |
Ellington Financial Inc.
|
5,274 | $71,779 |
All Filings in NLY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,408 | 19,741 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $763,884 | 34,163 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $617,112 | 30,535 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $506,333 | 26,904 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $273,822 | 14,963 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,098,150 | 54,716 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,071,438 | 56,214 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $144,938 | 7,361 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $423,583 | 21,868 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $95,272 | 5,065 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $107,813 | 5,388 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $103,365 | 5,409 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $76,731 | 3,640 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $31,643 | 1,844 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $42,599 | 7,208 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $50,744 | 7,208 | Shares | Sole | 2022-07-14 | |
| 2021-12-31 | $38,967 | 4,983 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $41,956 | 4,983 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $44,249 | 4,983 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $38,553 | 4,483 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $37,881 | 4,483 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $31,918 | 4,483 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $29,408 | 4,483 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $22,728 | 4,483 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||