CREATIVE FINANCIAL DESIGNS INC /ADV
Position in NLY — Annaly Capital Management Inc
CIK 819864
KOKOMO, IN
Position in NLY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$76,672
+$5,566 QoQ
Shares Held
3,429
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#591
of 776 holders
Holding Since
Mar 2020
26 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $468,373 across 7 REIT - Mortgage names. NLY ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
22,386 | $244,007 | |
| 2 | CIM |
Chimera Investment Corp
|
10,500 | $140,070 | |
| 3 | NLY |
Annaly Capital Management Inc
This page
|
3,429 | $76,672 | |
| 4 | DX |
Dynex Capital Inc
|
307 | $4,024 | |
| 5 | TWO-PC |
Two Harbors Investment Corp.
|
125 | $1,551 | |
| 6 | RITM |
Rithm Capital Corp.
|
114 | $1,070 | |
| 7 | EFC |
Ellington Financial Inc.
|
72 | $979 |
All Filings in NLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,672 | 3,429 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $71,106 | 3,362 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $73,788 | 3,300 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $68,673 | 3,398 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $55,180 | 2,932 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $59,569 | 2,933 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $57,828 | 3,160 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $78,232 | 3,898 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $71,894 | 3,772 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $72,439 | 3,679 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $128,016 | 6,609 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $29,136 | 1,549 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $32,756 | 1,637 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,172 | 166 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,499 | 166 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,848 | 166 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,936 | 666 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $4,688 | 666 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $5,208 | 666 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $5,607 | 666 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $5,914 | 666 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $5,727 | 666 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $5,627 | 666 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $4,741 | 666 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $4,368 | 666 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,376 | 666 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||