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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 Jun 30, 2026 · filed Jul 31, 2026
Position Value
$454,712
+$139,451 QoQ
Shares Held
20,336
+36.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#425
of 788 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority Sole 92% Shared 0% None 8%

Common Shares in NLY Over Time

Shares Held

Position Value (USD)

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $1,964,976 across 2 REIT - Mortgage names. NLY ranks #2 (23.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 NLY
Annaly Capital Management Inc
This page
20,336 $454,712

All Filings in NLY

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $454,712 20,336
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
2022-06-30 $639,857 108,267
2022-03-31 $758,595 107,755
2021-12-31 $839,445 107,346
2021-09-30 $889,042 105,587
2021-06-30 $912,846 102,798
2021-03-31 $160,372 18,648
2020-12-31 $99,726 11,802
2020-09-30 $84,906 11,925
2020-06-30 $77,421 11,802
2020-03-31 $60,926 12,017