Position in NLY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$564,097
+$21,897 QoQ
Shares Held
25,228
-1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#394
of 781 holders
Holding Since
Mar 2023
12 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, 2026Compound Planning, Inc. holds $1,262,797 across 2 REIT - Mortgage names. NLY ranks #2 (44.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
64,101 | $698,700 | |
| 2 | NLY |
Annaly Capital Management Inc
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|
25,228 | $564,097 |
All Filings in NLY
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,097 | 25,228 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $542,200 | 25,636 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $624,425 | 27,926 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $364,669 | 18,044 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $306,013 | 16,260 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $320,918 | 15,801 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $229,207 | 12,525 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $323,066 | 16,097 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $318,816 | 16,727 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $265,322 | 13,475 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $222,600 | 11,492 | Shares | Sole | 2024-02-08 | |
| 2023-03-31 | $200,387 | 10,486 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||