WMG Financial Advisors, LLC

Position in NLY — Annaly Capital Management Inc

CIK 1906711 Knoxville, TN

Position in NLY

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$312,481

-$25,390 QoQ

Shares Held

13,975

-12.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#489

of 781 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

WMG Financial Advisors, LLC holds $822,486 across 4 REIT - Mortgage names. NLY ranks #1 (38.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc This page	13,975	$312,481
2	STWD	Starwood Property Trust, Inc.	13,007	$213,054
3	ABR	Arbor Realty Trust Inc	28,600	$155,012
4	AGNC	AGNC Investment Corp.	13,022	$141,939

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$312,481	13,975	-12.5%	Shares	Sole	2026-07-23
2026-03-31	$337,871	15,975	-15.8%	Shares	Sole	2026-04-23
2025-12-31	$424,281	18,975	0.0%	Shares	Sole	2026-01-28
2025-09-30	$383,484	18,975	0.0%	Shares	Sole	2025-10-23
2025-06-30	$357,109	18,975	0.0%	Shares	Sole	2025-07-24
2025-03-31	$385,382	18,975	-3.5%	Shares	Sole	2025-05-06
2024-12-31	$359,832	19,663	-0.6%	Shares	Sole	2025-02-06
2024-09-30	$397,205	19,791	+0.7%	Shares	Sole	2024-10-31
2024-06-30	$374,433	19,645	-12.0%	Shares	Sole	2024-07-30
2024-03-31	$439,559	22,324	+0.1%	Shares	Sole	2024-05-07
2023-12-31	$432,028	22,304	+7.1%	Shares	Sole	2024-02-08
2023-09-30	$391,793	20,829	+4.3%	Shares	Sole	2023-11-14
2023-06-30	$399,439	19,962	+59.1%	Shares	Sole	2023-08-03
2023-03-31	$239,696	12,543	-36.6%	Shares	Sole	2023-04-18
2022-12-31	$416,835	19,774	+71.5%	Shares	Sole	2023-02-10
2022-06-30	$68,142	11,530	0.0%	Shares	Sole	2022-08-08
2022-03-31	$81,171	11,530	0.0%	Shares	Sole	2022-08-04
2021-12-31	$90,164	11,530	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.