Concurrent Investment Advisors, LLC
Position in NLY — Annaly Capital Management Inc
CIK 2001015
Tampa, FL
Position in NLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$263,937
-$26,739 QoQ
Shares Held
11,804
-17.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#520
of 781 holders
Holding Since
Dec 2023
7 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, 2026Concurrent Investment Advisors, LLC holds $6,743,712 across 6 REIT - Mortgage names. NLY ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
275,305 | $4,509,495 | |
| 2 | RITM |
Rithm Capital Corp.
|
124,736 | $1,171,270 | |
| 3 | ABR |
Arbor Realty Trust Inc
|
86,019 | $466,222 | |
| 4 | NLY |
Annaly Capital Management Inc
This page
|
11,804 | $263,937 | |
| 5 | RWT |
Redwood Trust Inc
|
42,078 | $199,449 | |
| 6 | AGNC |
AGNC Investment Corp.
|
12,233 | $133,339 |
All Filings in NLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,937 | 11,804 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $290,676 | 14,312 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $354,672 | 19,381 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $429,237 | 21,387 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $460,737 | 24,173 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $298,815 | 15,176 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $247,509 | 12,778 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||