Medallion Wealth Advisors, LLC
Position in NLY — Annaly Capital Management Inc
CIK 2131139
FARMINGTON, CT
Position in NLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$172,954
+$8,133 QoQ
Shares Held
7,735
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#579
of 781 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $177,348 across 4 REIT - Mortgage names. NLY ranks #1 (97.5% of the industry book) .
All Filings in NLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $172,954 | 7,735 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $164,821 | 7,793 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $169,309 | 7,572 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $158,041 | 7,820 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $152,252 | 8,090 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $158,782 | 7,818 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $152,164 | 8,315 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||