Frank, Rimerman Advisors LLC
Position in NLY — Annaly Capital Management Inc
CIK 1977560
Palo Alto, CA
Position in NLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$587,374
-$153,531 QoQ
Shares Held
26,269
-25.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#389
of 781 holders
Holding Since
Jun 2024
9 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, 2026Frank, Rimerman Advisors LLC holds $1,459,188 across 2 REIT - Mortgage names. NLY ranks #2 (40.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
79,983 | $871,814 | |
| 2 | NLY |
Annaly Capital Management Inc
This page
|
26,269 | $587,374 |
All Filings in NLY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,374 | 26,269 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $740,905 | 35,031 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $782,532 | 34,997 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $503,976 | 24,937 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $292,895 | 15,563 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $462,580 | 22,776 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $183,201 | 10,011 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $295,510 | 14,724 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $477,910 | 25,074 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||