Oak Thistle LLC

Position in NLY — Annaly Capital Management Inc

CIK 1755987 NEW YORK, NY

Position in NLY

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$808,818

-$1,658,608 QoQ

Shares Held

38,242

-65.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

5 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

Oak Thistle LLC holds $4,531,806 across 3 REIT - Mortgage names. NLY ranks #2 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc.	212,437	$3,658,165
2	NLY	Annaly Capital Management Inc This page	38,242	$808,818
3	RWT	Redwood Trust Inc	11,555	$64,823

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$808,818	38,242	-65.3%	Shares	Sole	2026-04-13
2025-12-31	$2,467,426	110,350	-1.7%	Shares	Sole	2026-01-21
2025-09-30	$2,269,886	112,315	+958.3%	Shares	Sole	2025-10-07
2024-12-31	$194,217	10,613	-55.6%	Shares	Sole	2025-01-14
2023-09-30	$449,822	23,914	—	Shares	Sole	2023-10-18
No filing history on record for this holder in this stock.