Position in NLY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$514,525
+$39,285 QoQ
Shares Held
23,011
+2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#406
of 781 holders
Holding Since
Dec 2020
10 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, 2026PEAK FINANCIAL ADVISORS LLC holds $962,174 across 2 REIT - Mortgage names. NLY ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
23,011 | $514,525 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
27,329 | $447,649 |
All Filings in NLY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,525 | 23,011 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $475,240 | 22,470 | Shares | Sole | 2026-04-22 | |
| 2022-09-30 | $285,439 | 16,634 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $502,604 | 85,043 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $455,452 | 64,695 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $464,265 | 59,369 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $458,519 | 54,456 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $742,767 | 83,645 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $738,155 | 85,832 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $435,504 | 51,539 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||