Simplify Asset Management Inc.

Position in NLY — Annaly Capital Management Inc

CIK 1846368 Las Vegas, NV

Position in NLY

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,606,320

+$561,447 QoQ

Shares Held

71,839

+45.4% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#252

of 781 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Simplify Asset Management Inc. holds $12,343,425 across 8 REIT - Mortgage names. NLY ranks #4 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RITM	Rithm Capital Corp.	411,593	$3,864,858
2	DX	Dynex Capital Inc	134,500	$1,763,295
3	MFA	Mfa Financial, Inc.	167,746	$1,625,458
4	NLY	Annaly Capital Management Inc This page	71,839	$1,606,320
5	AGNC	AGNC Investment Corp.	115,485	$1,258,786
6	ARR	Armour Residential REIT, Inc.	53,900	$940,555
7	CIM	Chimera Investment Corp	51,025	$680,673
8	PMT	PennyMac Mortgage Investment Trust	53,500	$603,480

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,606,320	71,839	+45.4%	Shares	Sole	2026-07-16
2026-03-31	$1,044,873	49,403	-38.0%	Shares	Sole	2026-04-27
2025-12-31	$1,781,085	79,655	+26.6%	Shares	Sole	2026-02-09
2025-09-30	$1,271,209	62,900	0.0%	Shares	Sole	2025-10-20
2025-06-30	$1,183,778	62,900	-40.2%	Shares	Sole	2025-08-07
2025-03-31	$2,136,408	105,190	+31.0%	Shares	Sole	2025-05-13
2024-12-31	$1,469,014	80,274	-34.9%	Shares	Sole	2025-02-11
2024-09-30	$2,474,671	123,302	+32.3%	Shares	Sole	2024-11-12
2024-06-30	$1,776,392	93,200	0.0%	Shares	Sole	2024-08-12
2024-03-31	$1,835,108	93,200	0.0%	Shares	Sole	2024-05-13
2023-12-31	$1,805,284	93,200	+189.4%	Shares	Sole	2024-02-12
2023-09-30	$605,682	32,200	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.