VSM Wealth Advisory, LLC
Position in NLY — Annaly Capital Management Inc
CIK 2050660
HUNT VALLEY, MD
Position in NLY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,950
+$9,697 QoQ
Shares Held
445
+3608.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#684
of 781 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026VSM Wealth Advisory, LLC holds $779,712 across 6 REIT - Mortgage names. NLY ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DX |
Dynex Capital Inc
|
46,169 | $605,275 | |
| 2 | AGNC |
AGNC Investment Corp.
|
11,452 | $124,826 | |
| 3 | CIM |
Chimera Investment Corp
|
2,592 | $34,577 | |
| 4 | NLY |
Annaly Capital Management Inc
This page
|
445 | $9,950 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
181 | $3,067 | |
| 6 | RC |
Ready Capital Corp
|
1,153 | $2,017 |
All Filings in NLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,950 | 445 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $253 | 12 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,301 | 416 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,841 | 388 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,361 | 338 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,463 | 269 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,373 | 239 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||