JONES FINANCIAL COMPANIES LLLP

Position in NLY — Annaly Capital Management Inc

CIK 815917 DES PERES, MO

Position in NLY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$696,491

+$211,184 QoQ

Shares Held

31,149

+35.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#365

of 781 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Real Estate · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $4,973,360 across 30 REIT - Mortgage names. NLY ranks #2 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc.	149,678	$2,451,725
2	NLY	Annaly Capital Management Inc This page	31,149	$696,491
3	AGNC	AGNC Investment Corp.	58,777	$640,668
4	RWT	Redwood Trust Inc	38,530	$182,632
5	ARR	Armour Residential REIT, Inc.	8,879	$154,938
6	SUNS	Sunrise Realty Trust, Inc.	14,775	$116,722
7	RITM	Rithm Capital Corp.	10,987	$103,167
8	DX	Dynex Capital Inc	7,396	$96,961

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$696,491	31,149	+35.7%	Shares	Sole	2026-08-14
2026-03-31	$485,307	22,946	+136.8%	Shares	Sole	2026-05-15
2025-12-31	$216,668	9,690	+70.8%	Shares	Sole	2026-02-17
2025-09-30	$114,651	5,673	+16.9%	Shares	Sole	2025-11-04
2025-06-30	$91,352	4,854	+67.3%	Shares	Sole	2025-08-13
2025-03-31	$58,919	2,901	-1.8%	Shares	Sole	2025-05-28
2024-12-31	$54,057	2,954	+402.4%	Shares	Sole	2025-02-06
2024-09-30	$11,800	588	+434.5%	Shares	Sole	2024-11-12
2024-06-30	$2,096	110	+83.3%	Shares	Sole	2024-08-14
2022-12-31	$1,264	60	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.