United Advisor Group, LLC
Position in NLY — Annaly Capital Management Inc
CIK 2004873
CINCINNATI, OH
Position in NLY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,349,045
+$99,673 QoQ
Shares Held
60,333
+2.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#273
of 785 holders
Holding Since
Mar 2024
10 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, 2026United Advisor Group, LLC holds $4,602,175 across 3 REIT - Mortgage names. NLY ranks #2 (29.3% of the industry book) .
All Filings in NLY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,349,045 | 60,333 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,249,372 | 59,072 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,258,554 | 56,286 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,171,351 | 57,959 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,110,078 | 58,984 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,195,710 | 58,873 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,061,875 | 58,026 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $1,179,232 | 58,756 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,079,215 | 56,622 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,028,900 | 52,255 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||