FWL INVESTMENT MANAGEMENT, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1829231
Dallas, TX
Position in NLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,113,393
+$419,039 QoQ
Shares Held
49,794
+51.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#296
of 785 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026FWL INVESTMENT MANAGEMENT, LLC holds $12,968,531 across 3 REIT - Mortgage names. NLY ranks #2 (8.6% of the industry book) .
All Filings in NLY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,113,393 | 49,794 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $694,354 | 32,830 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $863,520 | 38,619 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $766,686 | 37,936 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $713,955 | 37,936 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $609,015 | 29,986 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $468,095 | 25,579 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $157,549 | 7,850 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $150,669 | 7,905 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,390,035 | 70,596 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,590,013 | 443,470 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,052,162 | 481,242 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,874,495 | 393,528 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,847,609 | 358,326 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,611,601 | 123,890 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||