Position in NLY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$506,386
-$24,627 QoQ
Shares Held
22,647
-9.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#408
of 781 holders
Holding Since
Dec 2021
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026HB Wealth Management, LLC holds $1,966,241 across 7 REIT - Mortgage names. NLY ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
46,203 | $756,805 | |
| 2 | NLY |
Annaly Capital Management Inc
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|
22,647 | $506,386 | |
| 3 | AGNC |
AGNC Investment Corp.
|
19,048 | $207,623 | |
| 4 | LADR |
Ladder Capital Corp
|
20,235 | $201,338 | |
| 5 | RITM |
Rithm Capital Corp.
|
16,063 | $150,831 | |
| 6 | REFI |
Chicago Atlantic Real Estate Finance, Inc.
|
10,270 | $110,094 | |
| 7 | RC |
Ready Capital Corp
|
18,951 | $33,164 |
All Filings in NLY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,386 | 22,647 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $531,013 | 25,107 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $390,919 | 17,483 | Shares | Sole | 2026-01-28 | |
| 2023-09-30 | $236,592 | 12,578 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $228,774 | 11,433 | Shares | Sole | 2023-07-13 | |
| 2021-12-31 | $103,231 | 13,201 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||