Cornerstone Planning Group LLC
Position in NLY — Annaly Capital Management Inc
CIK 1822587
FAIRFIELD, NJ
Position in NLY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,296
+$387 QoQ
Shares Held
58
+34.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#743
of 785 holders
Holding Since
Mar 2024
6 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, 2026Cornerstone Planning Group LLC holds $26,405 across 10 REIT - Mortgage names. NLY ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
734 | $12,022 | |
| 2 | DX |
Dynex Capital Inc
|
300 | $3,933 | |
| 3 | IVR |
Invesco Mortgage Capital Inc.
|
323 | $2,551 | |
| 4 | AGNC |
AGNC Investment Corp.
|
216 | $2,354 | |
| 5 | ORC |
Orchid Island Capital, Inc.
|
272 | $1,895 | |
| 6 | NLY |
Annaly Capital Management Inc
This page
|
58 | $1,296 | |
| 7 | EFC |
Ellington Financial Inc.
|
56 | $762 | |
| 8 | BXMT |
Blackstone Mortgage Trust, Inc.
|
41 | $694 |
All Filings in NLY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,296 | 58 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $909 | 43 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $60 | 3 | Shares | Sole | 2025-11-04 | |
| 2024-09-30 | $1,143 | 57 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $266 | 14 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,338 | 68 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||