Apollon Wealth Management, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1764387
MOUNT PLEASANT, SC
Position in NLY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$10,243,272
+$1,582,686 QoQ
Shares Held
458,107
+11.9% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#86
of 781 holders
Holding Since
Jun 2020
10 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, 2026Apollon Wealth Management, LLC holds $12,331,334 across 5 REIT - Mortgage names. NLY ranks #1 (83.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
458,107 | $10,243,272 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
59,464 | $974,020 | |
| 3 | RITM |
Rithm Capital Corp.
|
68,833 | $646,341 | |
| 4 | AGNC |
AGNC Investment Corp.
|
40,638 | $442,954 | |
| 5 | GPMT |
Granite Point Mortgage Trust Inc.
|
16,498 | $24,747 |
All Filings in NLY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,243,272 | 458,107 | Shares | Sole | 2026-07-23 | |
| 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 | |
| 2022-06-30 | $195,171 | 33,024 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $249,018 | 35,372 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $266,834 | 34,122 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $256,069 | 30,412 | Shares | Sole | 2021-11-15 | |
| 2020-06-30 | $32,800 | 5,000 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||