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Whipplewood Advisors, LLC

Position in NLY — Annaly Capital Management Inc

CIK 2052510 LITTLETON, CO

Position in NLY

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$1,229
+$66 QoQ
Shares Held
55
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#743
of 781 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NLY Over Time

Shares Held

Position Value (USD)

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

Whipplewood Advisors, LLC holds $316,709 across 3 REIT - Mortgage names. NLY ranks #2 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 NLY
Annaly Capital Management Inc
This page
55 $1,229

All Filings in NLY

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,229 55
2026-03-31 $1,163 55
2025-06-30 $489 26