FORTEM FINANCIAL GROUP, LLC

Position in NLY — Annaly Capital Management Inc

CIK 1766509 PALM DESERT, CA

Position in NLY

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$4,397,518

+$297,570 QoQ

Shares Held

196,669

+1.5% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

#155

of 781 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

FORTEM FINANCIAL GROUP, LLC holds $4,397,518 across 1 REIT - Mortgage name. NLY ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NLY	Annaly Capital Management Inc This page	196,669	$4,397,518

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,397,518	196,669	+1.5%	Shares	Sole	2026-07-20
2026-03-31	$4,099,948	193,851	+19.7%	Shares	Sole	2026-04-16
2025-12-31	$3,620,956	161,939	+0.5%	Shares	Sole	2026-02-04
2025-09-30	$3,257,265	161,171	-0.1%	Shares	Sole	2025-11-04
2025-06-30	$3,034,950	161,262	+13.0%	Shares	Sole	2025-08-12
2025-03-31	$2,898,825	142,729	+11.2%	Shares	Sole	2025-05-01
2024-12-31	$2,349,829	128,406	+2.6%	Shares	Sole	2025-01-06
2024-09-30	$2,510,797	125,102	+2.0%	Shares	Sole	2024-11-18
2024-06-30	$2,337,956	122,663	+0.7%	Shares	Sole	2024-08-02
2024-03-31	$2,399,167	121,847	+6.0%	Shares	Sole	2024-05-01
2023-12-31	$2,226,949	114,969	+5.7%	Shares	Sole	2024-02-13
2023-09-30	$2,046,321	108,789	-1.0%	Shares	Sole	2023-10-10
2023-06-30	$2,198,838	109,887	+19.2%	Shares	Sole	2023-07-18
2023-03-31	$1,761,636	92,184	+68.5%	Shares	Sole	2023-04-21
2022-12-31	$1,153,434	54,717	+21.3%	Shares	Sole	2023-01-17
2022-09-30	$774,053	45,108	-67.9%	Shares	Sole	2022-11-01
2022-06-30	$831,448	140,685	—	Shares	Sole	2022-07-25
No filing history on record for this holder in this stock.