Essential Partners LLC
Position in NLY — Annaly Capital Management Inc
CIK 2136442
RANCHO SANTA FE, CA
Position in NLY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$37,698
-$17,968 QoQ
Shares Held
1,686
-35.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#627
of 781 holders
Holding Since
Jun 2025
5 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, 2026Essential Partners LLC holds $178,035 across 32 REIT - Mortgage names. NLY ranks #1 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
1,686 | $37,698 | |
| 2 | MFA |
Mfa Financial, Inc.
|
2,074 | $20,097 | |
| 3 | ARR |
Armour Residential REIT, Inc.
|
951 | $16,594 | |
| 4 | DX |
Dynex Capital Inc
|
1,133 | $14,853 | |
| 5 | RITM |
Rithm Capital Corp.
|
1,109 | $10,413 | |
| 6 | KREF |
KKR Real Estate Finance Trust Inc.
|
1,426 | $9,753 | |
| 7 | PMT |
PennyMac Mortgage Investment Trust
|
805 | $9,080 | |
| 8 | CIM |
Chimera Investment Corp
|
655 | $8,737 |
All Filings in NLY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,698 | 1,686 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $55,666 | 2,632 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $126,893 | 5,675 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $9,943 | 492 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $1,825 | 97 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||