Values First Advisors, Inc.
Position in NLY — Annaly Capital Management Inc
CIK 1913608
JOHNSON CITY, TN
Position in NLY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$730,344
-$75,174 QoQ
Shares Held
32,663
-14.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#354
of 781 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Values First Advisors, Inc. holds $730,344 across 1 REIT - Mortgage name. NLY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
32,663 | $730,344 |
All Filings in NLY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $730,344 | 32,663 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $805,518 | 38,086 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $818,621 | 36,611 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $665,151 | 32,912 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $596,631 | 31,702 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $634,931 | 31,262 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $554,929 | 30,324 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $576,992 | 28,749 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $538,769 | 28,267 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $542,498 | 27,552 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $499,920 | 25,809 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $413,763 | 21,997 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $429,374 | 21,458 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $389,022 | 20,357 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $396,114 | 18,791 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $234,062 | 13,640 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $301,735 | 51,055 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $363,855 | 51,684 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $365,608 | 46,753 | Shares | Sole | 2022-03-10 | |
| 2021-09-30 | $430,834 | 51,168 | Shares | Sole | 2022-11-15 | |
| 2021-06-30 | $425,414 | 47,907 | Shares | Sole | 2022-11-15 | |
| 2021-03-31 | $417,934 | 48,597 | Shares | Sole | 2022-11-15 | |
| 2020-12-31 | $395,764 | 46,836 | Shares | Sole | 2022-11-15 | |
| 2020-09-30 | $341,396 | 47,949 | Shares | Sole | 2022-11-15 | |
| 2020-06-30 | $262,924 | 40,080 | Shares | Sole | 2022-11-15 | |
| 2020-03-31 | $203,540 | 40,146 | Shares | Sole | 2023-01-09 | |
| No filing history on record for this holder in this stock. | ||||||