Plan Group Financial, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1940033
OKLAHOMA CITY, OK
Position in NLY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,972,583
+$557,951 QoQ
Shares Held
132,942
+16.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#186
of 781 holders
Holding Since
Jun 2022
11 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, 2026Plan Group Financial, LLC holds $2,972,583 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
|
132,942 | $2,972,583 |
All Filings in NLY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,972,583 | 132,942 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,414,632 | 114,167 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,285,639 | 102,220 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,913,664 | 94,689 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,508,234 | 80,140 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,390,361 | 68,457 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $775,700 | 42,388 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $776,909 | 38,710 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $639,215 | 33,537 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $303,777 | 15,428 | Shares | Sole | 2024-04-26 | |
| 2022-06-30 | $91,327 | 15,453 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||