MONTAG A & ASSOCIATES INC

Position in NLY — Annaly Capital Management Inc

CIK 829407 ATLANTA, GA

Position in NLY

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$73,072

+$3,954 QoQ

Shares Held

3,268

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#596

of 779 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $95,711 across 2 REIT - Mortgage names. NLY ranks #1 (76.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NLY	Annaly Capital Management Inc This page	3,268	$73,072
2	AGNC	AGNC Investment Corp.	2,077	$22,639

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$73,072	3,268	0.0%	Shares	Sole	2026-08-05
2026-03-31	$69,118	3,268	-19.9%	Shares	Sole	2026-04-29
2025-12-31	$91,228	4,080	-20.8%	Shares	Sole	2026-02-02
2025-09-30	$104,142	5,153	+78.1%	Shares	Sole	2025-11-12
2025-06-30	$54,465	2,894	-19.5%	Shares	Sole	2025-08-07
2025-03-31	$73,055	3,597	0.0%	Shares	Sole	2025-05-05
2024-12-31	$65,825	3,597	0.0%	Shares	Sole	2025-01-30
2024-09-30	$72,191	3,597	0.0%	Shares	Sole	2024-11-05
2024-06-30	$68,558	3,597	+32.0%	Shares	Sole	2024-07-31
2024-03-31	$53,674	2,726	-48.2%	Shares	Sole	2024-05-07
2023-12-31	$101,886	5,260	+107.6%	Shares	Sole	2024-02-07
2023-09-30	$47,664	2,534	0.0%	Shares	Sole	2023-11-09
2023-06-30	$50,705	2,534	0.0%	Shares	Sole	2023-08-09
2023-03-31	$48,424	2,534	0.0%	Shares	Sole	2023-05-11
2022-12-31	$53,416	2,534	0.0%	Shares	Sole	2023-02-02
2022-09-30	$43,483	2,534	-83.1%	Shares	Sole	2022-11-09
2021-09-30	$126,300	15,000	0.0%	Shares	Sole	2021-11-08
2021-06-30	$133,200	15,000	0.0%	Shares	Sole	2021-08-03
2021-03-31	$129,000	15,000	0.0%	Shares	Sole	2021-05-14
2020-12-31	$126,750	15,000	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.