Position in NLY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,391
New position
Shares Held
420
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#686
of 781 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $18,003,704 across 2 REIT - Mortgage names. NLY ranks #2 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
1,098,554 | $17,994,313 | |
| 2 | NLY |
Annaly Capital Management Inc
This page
|
420 | $9,391 |
All Filings in NLY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,391 | 420 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||