Dupree Financial Group, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1989251
LEXINGTON, KY
Position in NLY
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$10,035,928
-$525,415 QoQ
Shares Held
474,512
+0.5% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
4.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Dupree Financial Group, LLC holds $29,955,459 across 3 REIT - Mortgage names. NLY ranks #2 (33.5% of the industry book) .
All Filings in NLY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,035,928 | 474,512 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $10,561,343 | 472,332 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $9,508,966 | 470,508 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,936,712 | 315,447 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,486,485 | 319,374 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,421,857 | 405,566 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,179,388 | 407,543 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $7,748,728 | 406,544 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $7,764,397 | 394,332 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $9,221,727 | 476,083 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||