Essential Partners LLC
Position in NLY — Annaly Capital Management Inc
CIK 2136442
RANCHO SANTA FE, CA
Position in NLY
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$55,666
-$71,227 QoQ
Shares Held
2,632
-53.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Essential Partners LLC holds $203,358 across 32 REIT - Mortgage names. NLY ranks #1 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
2,632 | $55,666 | |
| 2 | MFA |
Mfa Financial, Inc.
|
4,454 | $42,669 | |
| 3 | ARR |
Armour Residential REIT, Inc.
|
789 | $13,160 | |
| 4 | DX |
Dynex Capital Inc
|
927 | $11,828 | |
| 5 | BRSP |
BrightSpire Capital, Inc.
|
1,995 | $11,172 | |
| 6 | TWO |
Two Harbors Investment Corp.
|
677 | $7,731 | |
| 7 | RITM |
Rithm Capital Corp.
|
765 | $7,252 | |
| 8 | ABR |
Arbor Realty Trust Inc
|
879 | $6,777 |
All Filings in NLY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||