Synergy Investment Management, LLC

Position in NLY — Annaly Capital Management Inc

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in NLY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$33,740

+$5,611 QoQ

Shares Held

1,509

+13.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#634

of 781 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Synergy Investment Management, LLC holds $37,148 across 4 REIT - Mortgage names. NLY ranks #1 (90.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc This page	1,509	$33,740
2	ARI	Apollo Commercial Real Estate Finance, Inc.	244	$2,605
3	GPMT	Granite Point Mortgage Trust Inc.	274	$411
4	AGNC	AGNC Investment Corp.	36	$392

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,740	1,509	+13.5%	Shares	Sole	2026-08-14
2026-03-31	$28,129	1,330	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.