Private Wealth Management Group, LLC

Position in NLY — Annaly Capital Management Inc

CIK 2011342 PRINCETON, NJ

Position in NLY

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$626

+$34 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#756

of 781 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $18,405 across 10 REIT - Mortgage names. NLY ranks #8 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	570	$6,213
2	ADAM	Adamas Trust, Inc.	298	$2,795
3	RC	Ready Capital Corp	1,387	$2,427
4	BXMT	Blackstone Mortgage Trust, Inc.	136	$2,305
5	CMTG	Claros Mortgage Trust, Inc.	514	$1,207
6	ACR	ACRES Commercial Realty Corp.	64	$1,138
7	ARR	Armour Residential REIT, Inc.	40	$698
8	NLY	Annaly Capital Management Inc This page	28	$626

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$626	28	0.0%	Shares	Sole	2026-07-27
2026-03-31	$592	28	0.0%	Shares	Sole	2026-04-23
2025-12-31	$626	28	-6.7%	Shares	Sole	2026-01-23
2025-09-30	$606	30	0.0%	Shares	Sole	2025-10-17
2025-06-30	$564	30	-21.1%	Shares	Sole	2025-07-29
2025-03-31	$771	38	0.0%	Shares	Sole	2025-05-02
2024-12-31	$695	38	-70.8%	Shares	Sole	2025-01-27
2024-09-30	$2,609	130	+242.1%	Shares	Sole	2024-10-29
2024-06-30	$724	38	0.0%	Shares	Sole	2024-08-13
2024-03-31	$748	38	0.0%	Shares	Sole	2024-04-30
2023-12-31	$736	38	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.