Envestnet Portfolio Solutions, Inc.

Position in NLY — Annaly Capital Management Inc

CIK 1998033 BERWYN, PA

Position in NLY

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,018,459

+$383,057 QoQ

Shares Held

90,271

+16.7% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#233

of 781 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $3,601,658 across 5 REIT - Mortgage names. NLY ranks #1 (56.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc This page	90,271	$2,018,459
2	AGNC	AGNC Investment Corp.	78,955	$860,609
3	ARR	Armour Residential REIT, Inc.	16,812	$293,369
4	STWD	Starwood Property Trust, Inc.	15,358	$251,564
5	LADR	Ladder Capital Corp	17,855	$177,657

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,018,459	90,271	+16.7%	Shares	Sole	2026-07-20
2026-03-31	$1,635,402	77,324	-15.7%	Shares	Sole	2026-04-29
2025-12-31	$2,050,054	91,684	+6.8%	Shares	Sole	2026-02-06
2025-09-30	$1,735,149	85,856	-21.8%	Shares	Sole	2025-10-30
2025-06-30	$2,066,643	109,811	+70.9%	Shares	Sole	2025-07-25
2025-03-31	$1,305,079	64,258	+98.7%	Shares	Sole	2025-04-21
2024-12-31	$591,895	32,344	+25.9%	Shares	Sole	2025-02-10
2024-09-30	$515,758	25,698	+14.6%	Shares	Sole	2024-10-31
2024-06-30	$427,306	22,419	+57.1%	Shares	Sole	2024-07-16
2024-03-31	$280,976	14,270	+31.6%	Shares	Sole	2024-05-06
2023-12-31	$209,970	10,840	—	Shares	Sole	2024-02-07
No filing history on record for this holder in this stock.