Key Client Fiduciary Advisors, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1912612
Fairfield, NJ
Position in NLY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,396,915
+$295,592 QoQ
Shares Held
196,642
+1.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
2.47%
of 13F equity value
Holder Rank
#156
of 781 holders
Holding Since
Dec 2021
19 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, 2026Key Client Fiduciary Advisors, LLC holds $4,853,112 across 2 REIT - Mortgage names. NLY ranks #1 (90.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
196,642 | $4,396,915 | |
| 2 | AGNC |
AGNC Investment Corp.
|
41,853 | $456,197 |
All Filings in NLY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,396,915 | 196,642 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,101,323 | 193,916 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $4,248,757 | 190,016 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,870,558 | 191,517 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,541,453 | 188,175 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,656,043 | 180,012 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,345,404 | 182,809 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,122,470 | 155,579 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,680,293 | 140,624 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,735,767 | 138,942 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,898,836 | 149,656 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,934,435 | 156,004 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,046,682 | 152,258 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,894,438 | 151,462 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,128,061 | 148,390 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $2,687,135 | 156,593 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $3,507,295 | 593,451 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,644,192 | 517,641 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,669,263 | 341,338 | Shares | Sole | 2022-03-01 | |
| No filing history on record for this holder in this stock. | ||||||