INDEPENDENT FINANCIAL GROUP, LLC
Position in NLY — Annaly Capital Management Inc
CIK 275484
SAN DIEGO, CA
Position in NLY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,010,320
-$4,646,579 QoQ
Shares Held
89,907
-71.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#235
of 781 holders
Holding Since
Sep 2022
16 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $27,255,894 across 13 REIT - Mortgage names. NLY ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
326,158 | $5,342,468 | |
| 2 | BXMT |
Blackstone Mortgage Trust, Inc.
|
310,284 | $5,259,313 | |
| 3 | AGNC |
AGNC Investment Corp.
|
412,690 | $4,498,321 | |
| 4 | NREF |
NexPoint Real Estate Finance, Inc.
|
281,010 | $4,355,655 | |
| 5 | NLY |
Annaly Capital Management Inc
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|
89,907 | $2,010,320 | |
| 6 | ORC |
Orchid Island Capital, Inc.
|
239,570 | $1,669,802 | |
| 7 | ARR |
Armour Residential REIT, Inc.
|
91,539 | $1,597,355 | |
| 8 | RITM |
Rithm Capital Corp.
|
144,702 | $1,358,751 |
All Filings in NLY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,010,320 | 89,907 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,656,899 | 314,747 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,717,748 | 300,436 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,961,036 | 97,033 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $3,424,487 | 181,960 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,396,373 | 68,753 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $704,989 | 38,524 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $794,330 | 39,578 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $840,870 | 44,117 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $849,938 | 43,166 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $778,151 | 40,173 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $746,719 | 39,698 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $826,232 | 41,291 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $911,279 | 47,686 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $761,599 | 36,129 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $584,040 | 34,035 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||