Prestige Wealth Management Group LLC
Position in NLY — Annaly Capital Management Inc
CIK 1772715
FLEMINGTON, NJ
Position in NLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,935
+$2,392 QoQ
Shares Held
176
+141.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#720
of 781 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, 2026Prestige Wealth Management Group LLC holds $4,629 across 2 REIT - Mortgage names. NLY ranks #1 (85.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
176 | $3,935 | |
| 2 | BXMT |
Blackstone Mortgage Trust, Inc.
|
41 | $694 |
All Filings in NLY
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,935 | 176 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,543 | 73 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,363 | 61 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,232 | 61 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $1,148 | 61 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $1,238 | 61 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $1,116 | 61 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $1,384 | 69 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $1,162 | 61 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $1,201 | 61 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $1,181 | 61 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $1,147 | 61 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $1,220 | 61 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $1,165 | 61 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $1,285 | 61 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $2,042 | 119 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $5,389 | 912 | Shares | Sole | 2022-08-10 | |
| 2021-09-30 | $3,115 | 370 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $3,285 | 370 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $3,749 | 436 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $3,684 | 436 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $3,104 | 436 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $2,860 | 436 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $16,893 | 3,332 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||