BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in NLY — Annaly Capital Management Inc

CIK 2010186 CINCINNATI, OH

Position in NLY

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$26,832

+$1,304 QoQ

Shares Held

1,200

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#643

of 781 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $160,693 across 5 REIT - Mortgage names. NLY ranks #2 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARI	Apollo Commercial Real Estate Finance, Inc.	10,625	$113,475
2	NLY	Annaly Capital Management Inc This page	1,200	$26,832
3	RITM	Rithm Capital Corp.	1,267	$11,897
4	STWD	Starwood Property Trust, Inc.	509	$8,337
5	AGNC	AGNC Investment Corp.	14	$152

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,832	1,200	-0.6%	Shares	Sole	2026-07-24
2026-03-31	$25,528	1,207	+0.6%	Shares	Sole	2026-05-06
2025-12-31	$26,832	1,200	0.0%	Shares	Sole	2026-01-22
2025-09-30	$24,252	1,200	-12.7%	Shares	Sole	2025-10-09
2025-06-30	$25,877	1,375	-31.2%	Shares	Sole	2025-07-18
2025-03-31	$40,620	2,000	-32.5%	Shares	Sole	2025-04-24
2024-12-31	$54,204	2,962	+68.1%	Shares	Sole	2025-01-17
2024-09-30	$35,363	1,762	0.0%	Shares	Sole	2024-10-17
2024-06-30	$33,583	1,762	-46.7%	Shares	Sole	2024-07-12
2024-03-31	$65,075	3,305	-7.7%	Shares	Sole	2024-05-09
2023-12-31	$69,344	3,580	0.0%	Shares	Sole	2024-02-14
2023-09-30	$67,339	3,580	-6.5%	Shares	Sole	2024-02-14
2023-06-30	$76,638	3,830	+734.4%	Shares	Sole	2024-02-14
2022-03-31	$3,231	459	0.0%	Shares	Sole	2024-02-14
2021-09-30	$3,864	459	-15.8%	Shares	Sole	2024-02-14
2021-06-30	$4,839	545	0.0%	Shares	Sole	2024-02-14
2021-03-31	$4,687	545	0.0%	Shares	Sole	2024-02-14
2020-12-31	$4,605	545	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.