Navis Wealth Advisors, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1849055
RYE BROOK, NY
Position in NLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$857,992
-$49,086 QoQ
Shares Held
40,567
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Navis Wealth Advisors, LLC holds $1,489,738 across 4 REIT - Mortgage names. NLY ranks #1 (57.6% of the industry book) .
All Filings in NLY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $857,992 | 40,567 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $907,078 | 40,567 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||