ELEVATION WEALTH PARTNERS, LLC

Position in NLY — Annaly Capital Management Inc

CIK 1976256 WALNUT CREEK, CA

Position in NLY

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$8,027

-$30,678 QoQ

Shares Held

359

-79.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#692

of 781 holders

Holding Since

Mar 2023

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $30,684 across 4 REIT - Mortgage names. NLY ranks #3 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	848	$9,243
2	STWD	Starwood Property Trust, Inc.	510	$8,353
3	NLY	Annaly Capital Management Inc This page	359	$8,027
4	RITM	Rithm Capital Corp.	539	$5,061

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,027	359	-79.3%	Shares	Sole	2026-07-08
2025-12-31	$38,705	1,731	+130.8%	Shares	Sole	2026-01-09
2023-06-30	$15,007	750	0.0%	Shares	Sole	2023-07-06
2023-03-31	$14,332	750	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.