JPL Wealth Management, LLC
Position in NLY — Annaly Capital Management Inc
CIK 2010710
GREENWOOD VILLAGE, CO
Position in NLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,020
+$1,438 QoQ
Shares Held
314
+18.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#697
of 781 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026JPL Wealth Management, LLC holds $17,029 across 17 REIT - Mortgage names. NLY ranks #1 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
314 | $7,020 | |
| 2 | PMT |
PennyMac Mortgage Investment Trust
|
459 | $5,177 | |
| 3 | RWT |
Redwood Trust Inc
|
607 | $2,877 | |
| 4 | DX |
Dynex Capital Inc
|
31 | $406 | |
| 5 | KREF |
KKR Real Estate Finance Trust Inc.
|
50 | $342 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
18 | $314 | |
| 7 | MFA |
Mfa Financial, Inc.
|
27 | $261 | |
| 8 | CIM |
Chimera Investment Corp
|
17 | $226 |
All Filings in NLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,020 | 314 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,582 | 264 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $5,335 | 264 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||