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, 2026Soltis Investment Advisors LLC holds $1,848,731 across 3 REIT - Mortgage names. NLY ranks #2 (17.1% of the industry book) .
All Filings in NLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $315,261 | 14,906 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $252,377 | 11,287 | Shares | Sole | 2026-04-02 | |
| 2025-03-31 | $222,028 | 10,932 | Shares | Sole | 2025-05-13 | |
| 2023-06-30 | $212,085 | 10,599 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $195,992 | 10,256 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $614,945 | 29,172 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $491,942 | 28,668 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||