STIFEL FINANCIAL CORP

Position in NLY — Annaly Capital Management Inc

CIK 720672 ST. LOUIS, MO

Back to NLY Full portfolio

Position in NLY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$9,472,813

+$2,394,268 QoQ

Shares Held

423,650

+26.6% QoQ

Ownership

0.056%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#93

of 785 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 63% Shared 0% None 37%

Common Shares in NLY Over Time

Shares Held

Position Value (USD)

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $45,645,993 across 18 REIT - Mortgage names. NLY ranks #2 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	1,465,104	$15,969,633
2	NLY	Annaly Capital Management Inc This page	423,650	$9,472,813
3	RITM	Rithm Capital Corp.	734,390	$6,895,920
4	STWD	Starwood Property Trust, Inc.	360,043	$5,897,503
5	MFA	Mfa Financial, Inc.	142,020	$1,376,173
6	RWT	Redwood Trust Inc	186,112	$882,170
7	KREF	KKR Real Estate Finance Trust Inc.	118,200	$808,488
8	DX	Dynex Capital Inc	57,135	$749,039

All Filings in NLY

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,472,813	423,650	+26.6%	Shares	Defined	2026-08-12
2026-03-31	$7,078,545	334,683	+11.9%	Shares	Defined	2026-05-12
2025-12-31	$6,688,568	299,131	-20.1%	Shares	Defined	2026-02-13
2025-09-30	$7,570,281	374,581	-19.1%	Shares	Defined	2025-11-12
2025-06-30	$8,717,986	463,230	+20.7%	Shares	Defined	2025-08-14
2025-03-31	$7,796,194	383,860	+5.6%	Shares	Defined	2025-05-14
2024-12-31	$6,653,000	363,552	+19.6%	Shares	Defined	2025-02-13
2024-09-30	$6,099,091	303,891	+17.8%	Shares	Defined	2024-11-14
2024-06-30	$4,918,394	258,048	+12.6%	Shares	Defined	2024-08-13
2024-03-31	$4,513,320	229,219	+13.6%	Shares	Defined	2024-05-14
2023-12-31	$3,908,748	201,794	-5.5%	Shares	Defined	2024-02-12
2023-09-30	$4,015,200	213,461	-1.2%	Shares	Defined	2023-11-13
2023-06-30	$4,321,659	215,975	+15.8%	Shares	Defined	2023-08-14
2023-03-31	$3,563,707	186,484	+6.6%	Shares	Defined	2023-05-12
2022-12-31	$3,688,470	174,975	-9.9%	Shares	Defined	2023-02-13
2022-09-30	$3,333,860	194,281	-75.4%	Shares	Defined	2022-11-14
2022-06-30	$4,661,020	788,667	-2.3%	Shares	Defined	2022-08-15
2022-03-31	$5,683,848	807,365	-0.9%	Shares	Defined	2022-05-13
2021-12-31	$6,367,817	814,299	-8.9%	Shares	Defined	2022-02-14
2021-09-30	$7,526,291	893,859	-7.1%	Shares	Defined	2021-11-15
2021-06-30	$8,540,685	961,789	-2.7%	Shares	Defined	2021-08-13
2021-03-31	$8,500,221	988,398	+14.6%	Shares	Defined	2021-05-14
2020-12-31	$7,289,662	862,682	-18.9%	Shares	Defined	2021-02-12
2020-09-30	$7,569,484	1,063,130	-5.4%	Shares	Defined	2020-11-16
2020-06-30	$7,368,939	1,123,314	-2.7%	Shares	Defined	2020-08-14
2020-03-31	$5,852,188	1,154,278	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.