Apollon Wealth Management, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1764387
MOUNT PLEASANT, SC
Position in NLY
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$8,660,586
+$8,200,015 QoQ
Shares Held
409,484
+1888.0% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Apollon Wealth Management, LLC holds $12,131,925 across 7 REIT - Mortgage names. NLY ranks #1 (71.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
409,484 | $8,660,586 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
72,116 | $1,241,837 | |
| 3 | BXMT |
Blackstone Mortgage Trust, Inc.
|
44,137 | $845,223 | |
| 4 | RITM |
Rithm Capital Corp.
|
55,606 | $527,144 | |
| 5 | RWT |
Redwood Trust Inc
|
90,586 | $508,187 | |
| 6 | AGNC |
AGNC Investment Corp.
|
32,403 | $325,002 | |
| 7 | GPMT |
Granite Point Mortgage Trust Inc.
|
16,515 | $23,946 |
All Filings in NLY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,660,586 | 409,484 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $460,571 | 20,598 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $336,253 | 16,638 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $302,550 | 16,076 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||