JONES FINANCIAL COMPANIES LLLP
Position in NLY — Annaly Capital Management Inc
CIK 815917
DES PERES, MO
Position in NLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$485,307
+$268,639 QoQ
Shares Held
22,946
+136.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 96.94064324936808.ToString("F0")%
Shared 0.ToString("F0")%
None 3.059356750631918.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $5,929,591 across 29 REIT - Mortgage names. NLY ranks #2 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
241,632 | $4,160,903 | |
| 2 | NLY |
Annaly Capital Management Inc
This page
|
22,946 | $485,307 | |
| 3 | AGNC |
AGNC Investment Corp.
|
44,882 | $450,166 | |
| 4 | RWT |
Redwood Trust Inc
|
38,466 | $215,794 | |
| 5 | RITM |
Rithm Capital Corp.
|
12,000 | $113,760 | |
| 6 | SUNS |
Sunrise Realty Trust, Inc.
|
14,775 | $113,324 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
3,886 | $74,416 | |
| 8 | TWO |
Two Harbors Investment Corp.
|
6,142 | $70,141 |
All Filings in NLY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $485,307 | 22,946 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $216,668 | 9,690 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $114,651 | 5,673 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $91,352 | 4,854 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $58,919 | 2,901 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $54,057 | 2,954 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $11,800 | 588 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,096 | 110 | 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. | ||||||