VALLEY NATIONAL ADVISERS INC
Position in NLY — Annaly Capital Management Inc
CIK 773411
BETHLEHEM, PA
Position in NLY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,118
+$61 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#732
of 770 holders
Holding Since
Mar 2020
21 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, 2026VALLEY NATIONAL ADVISERS INC holds $24,581 across 6 REIT - Mortgage names. NLY ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXMT |
Blackstone Mortgage Trust, Inc.
|
500 | $8,475 | |
| 2 | EFC |
Ellington Financial Inc.
|
500 | $6,805 | |
| 3 | AGNC |
AGNC Investment Corp.
|
272 | $2,964 | |
| 4 | ABR |
Arbor Realty Trust Inc
|
500 | $2,710 | |
| 5 | SACH |
Sachem Capital Corp.
|
2,667 | $2,509 | |
| 6 | NLY |
Annaly Capital Management Inc
This page
|
50 | $1,118 |
All Filings in NLY
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,118 | 50 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,057 | 50 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1 | 50 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,010 | 50 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $1,015 | 50 | Shares | Sole | 2025-04-25 | |
| 2024-09-30 | $1,003 | 50 | Shares | Sole | 2024-10-24 | |
| 2023-09-30 | $940 | 50 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2 | 50 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $955 | 50 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,054 | 50 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $858 | 50 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,182 | 200 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,408 | 200 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,564 | 200 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,684 | 200 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,776 | 200 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,720 | 200 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,690 | 200 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,424 | 200 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,312 | 200 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $13,689 | 2,700 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||