SkyOak Wealth, LLC

Position in NLY — Annaly Capital Management Inc

CIK 1800379 SOUTHFIELD, MI

Position in NLY

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

Position Value

$218,188

+$11,807 QoQ

Shares Held

9,758

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#559

of 786 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

SkyOak Wealth, LLC holds $5,892,694 across 3 REIT - Mortgage names. NLY ranks #2 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc.	344,871	$5,648,986
2	NLY	Annaly Capital Management Inc This page	9,758	$218,188
3	CHMI	Cherry Hill Mortgage Investment Corp	11,000	$25,520

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$218,188	9,758	0.0%	Shares	Sole	2026-07-30
2026-03-31	$206,381	9,758	-0.3%	Shares	Sole	2026-04-30
2025-12-31	$218,926	9,791	-19.1%	Shares	Sole	2026-02-05
2024-09-30	$243,007	12,108	0.0%	Shares	Sole	2024-11-04
2024-06-30	$230,778	12,108	0.0%	Shares	Sole	2024-08-12
2024-03-31	$238,406	12,108	-28.3%	Shares	Sole	2024-04-29
2023-12-31	$327,217	16,893	-33.0%	Shares	Sole	2024-01-12
2023-09-30	$474,388	25,220	0.0%	Shares	Sole	2023-10-24
2023-06-30	$504,652	25,220	-5.9%	Shares	Sole	2023-07-20
2023-03-31	$512,300	26,808	+26.8%	Shares	Sole	2023-05-02
2022-12-31	$445,694	21,143	+62.1%	Shares	Sole	2023-01-26
2022-09-30	$223,817	13,043	-75.0%	Shares	Sole	2022-10-25
2022-06-30	$308,496	52,199	+36.6%	Shares	Sole	2022-07-26
2022-03-31	$269,061	38,219	-0.1%	Shares	Sole	2022-04-18
2021-12-31	$299,146	38,254	+12.3%	Shares	Sole	2022-01-24
2021-09-30	$286,717	34,052	+160.5%	Shares	Sole	2021-10-21
2021-06-30	$116,097	13,074	+26.6%	Shares	Sole	2021-07-19
2021-03-31	$88,795	10,325	—	Shares	Sole	2021-04-29
No filing history on record for this holder in this stock.