United Advisor Group, LLC

Position in NLY — Annaly Capital Management Inc

CIK 2004873 CINCINNATI, OH

Position in NLY

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$1,249,372

-$9,182 QoQ

Shares Held

59,072

+4.9% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

United Advisor Group, LLC holds $4,511,892 across 3 REIT - Mortgage names. NLY ranks #2 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc.	173,717	$2,991,406
2	NLY	Annaly Capital Management Inc This page	59,072	$1,249,372
3	REFI	Chicago Atlantic Real Estate Finance, Inc.	23,950	$271,114

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,249,372	59,072	+4.9%	Shares	Sole	2026-04-17
2025-12-31	$1,258,554	56,286	-2.9%	Shares	Sole	2026-01-26
2025-09-30	$1,171,351	57,959	-1.7%	Shares	Sole	2025-11-12
2025-06-30	$1,110,078	58,984	+0.2%	Shares	Sole	2025-08-11
2025-03-31	$1,195,710	58,873	+1.5%	Shares	Sole	2025-04-21
2024-12-31	$1,061,875	58,026	-1.2%	Shares	Sole	2025-02-24
2024-09-30	$1,179,232	58,756	+3.8%	Shares	Sole	2024-10-30
2024-06-30	$1,079,215	56,622	+8.4%	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.