Spire Wealth Management

Position in NLY — Annaly Capital Management Inc

CIK 1858740 MCLEAN, VA

Position in NLY

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$251,102

-$40,175 QoQ

Shares Held

11,230

-18.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#537

of 781 holders

Holding Since

Mar 2021

13 quarters on record

Real Estate · as of Jun 30, 2026

Spire Wealth Management holds $916,440 across 17 REIT - Mortgage names. NLY ranks #1 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc This page	11,230	$251,102
2	STWD	Starwood Property Trust, Inc.	10,500	$171,990
3	EFC	Ellington Financial Inc.	8,300	$112,963
4	ARR	Armour Residential REIT, Inc.	4,428	$77,268
5	LADR	Ladder Capital Corp	7,157	$71,212
6	IVR	Invesco Mortgage Capital Inc.	7,355	$58,104
7	RITM	Rithm Capital Corp.	6,001	$56,349
8	SUNS	Sunrise Realty Trust, Inc.	5,598	$44,224

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$251,102	11,230	-18.5%	Shares	Sole	2026-07-15
2026-03-31	$291,277	13,772	+13.1%	Shares	Sole	2026-04-22
2025-12-31	$272,233	12,175	+43.6%	Shares	Sole	2026-01-14
2025-09-30	$171,401	8,481	+9.3%	Shares	Sole	2025-10-23
2025-06-30	$146,062	7,761	-0.3%	Shares	Sole	2025-08-04
2025-03-31	$158,133	7,786	+1.5%	Shares	Sole	2025-04-23
2024-12-31	$140,434	7,674	-91.3%	Shares	Sole	2025-01-24
2022-06-30	$522,621	88,430	+26.9%	Shares	Sole	2022-07-22
2022-03-31	$490,568	69,683	-27.1%	Shares	Sole	2022-04-18
2021-12-31	$747,122	95,540	+88.6%	Shares	Sole	2022-01-14
2021-09-30	$426,498	50,653	+28.2%	Shares	Sole	2021-10-22
2021-06-30	$350,902	39,516	-39.1%	Shares	Sole	2021-07-26
2021-03-31	$558,028	64,887	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.