KINGSWOOD WEALTH ADVISORS, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1987855
SAN DIEGO, CA
Position in NLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$439,888
+$30,699 QoQ
Shares Held
19,673
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#429
of 781 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $1,547,227 across 4 REIT - Mortgage names. NLY ranks #2 (28.4% of the industry book) .
All Filings in NLY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,888 | 19,673 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $409,189 | 19,347 | Shares | Sole | 2026-04-28 | |
| 2024-12-31 | $239,254 | 13,074 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||