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Soltis Investment Advisors LLC

Position in NLY — Annaly Capital Management Inc

CIK 1802530 ST. GEORGE, UT

Position in NLY

as of Mar 31, 2026 · filed Apr 27, 2026
Position Value
$315,261
+$62,884 QoQ
Shares Held
14,906
+32.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2022
7 quarters on record
Voting authority Sole 86% Shared 0% None 14%

Common Shares in NLY Over Time

Shares Held

Position Value (USD)

Position in REIT - Mortgage

Real Estate · as of Mar 31, 2026

Soltis Investment Advisors LLC holds $1,848,731 across 3 REIT - Mortgage names. NLY ranks #2 (17.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 NLY
Annaly Capital Management Inc
This page
14,906 $315,261

All Filings in NLY

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7 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $315,261 14,906
2025-12-31 $252,377 11,287
2025-03-31 $222,028 10,932
2023-06-30 $212,085 10,599
2023-03-31 $195,992 10,256
2022-12-31 $614,945 29,172
2022-09-30 $491,942 28,668