Smallwood Wealth Investment Management, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1921304
RED BANK, NJ
Position in NLY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$626
+$34 QoQ
Shares Held
28
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#745
of 770 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $51,029 across 6 REIT - Mortgage names. NLY ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
2,000 | $32,760 | |
| 2 | ABR |
Arbor Realty Trust Inc
|
1,600 | $8,672 | |
| 3 | CIM |
Chimera Investment Corp
|
333 | $4,442 | |
| 4 | CHMI |
Cherry Hill Mortgage Investment Corp
|
1,200 | $2,784 | |
| 5 | ARR |
Armour Residential REIT, Inc.
|
100 | $1,745 | |
| 6 | NLY |
Annaly Capital Management Inc
This page
|
28 | $626 |
All Filings in NLY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626 | 28 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $592 | 28 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $626 | 28 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $565 | 28 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $526 | 28 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $36,009 | 1,773 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||