AE Wealth Management’s Annaly Capital Management NLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.39M | Buy |
112,824
+95,591
| +555% | +$2.18M | 0.01% | 595 |
|
|
2025
Q4 | $385K | Buy |
+17,233
| New | +$375K | ﹤0.01% | 1190 |
|
|
2024
Q1 | – | Sell |
-152,932
| Closed | -$3M | – | 1702 |
|
|
2023
Q4 | $3M | Buy |
152,932
+13,682
| +10% | +$244K | 0.02% | 767 |
|
|
2023
Q3 | $2.62M | Sell |
139,250
-12,691
| -8% | -$252K | 0.02% | 757 |
|
|
2023
Q2 | $3.04M | Buy |
151,941
+71,760
| +89% | +$1.39M | 0.02% | 705 |
|
|
2023
Q1 | $1.53M | Buy |
80,181
+41,782
| +109% | +$881K | 0.01% | 892 |
|
|
2022
Q4 | $809K | Sell |
38,399
-10,461
| -21% | -$206K | 0.01% | 1072 |
|
|
2022
Q3 | $838K | Buy |
48,860
+11,996
| +33% | +$302K | 0.01% | 1015 |
|
|
2022
Q2 | $871K | Buy |
36,864
+3,125
| +9% | +$81K | 0.01% | 937 |
|
|
2022
Q1 | $950K | Sell |
33,739
-3,414
| -9% | -$101K | 0.01% | 937 |
|
|
2021
Q4 | $1.16M | Buy |
37,153
+2,937
| +9% | +$98.7K | 0.01% | 882 |
|
|
2021
Q3 | $1.15M | Buy |
34,216
+5,368
| +19% | +$185K | 0.01% | 824 |
|
|
2021
Q2 | $1.02M | Buy |
28,848
+6,454
| +29% | +$234K | 0.01% | 831 |
|
|
2021
Q1 | $770K | Buy |
22,394
+3,540
| +19% | +$120K | 0.01% | 862 |
|
|
2020
Q4 | $637K | Buy |
18,854
+3,631
| +24% | +$112K | 0.01% | 878 |
|
|
2020
Q3 | $434K | Sell |
15,223
-19,404
| -56% | -$562K | 0.01% | 923 |
|
|
2020
Q2 | $909K | Buy |
34,627
+17,685
| +104% | +$437K | 0.01% | 659 |
|
|
2020
Q1 | $344K | Buy |
16,942
+2,353
| +16% | +$82.8K | 0.01% | 839 |
|
|
2019
Q4 | $550K | Buy |
14,589
+5,017
| +52% | +$183K | 0.01% | 710 |
|
|
2019
Q3 | $337K | Sell |
9,572
-8,112
| -46% | -$292K | 0.01% | 738 |
|
|
2019
Q2 | $646K | Buy |
17,684
+6,261
| +55% | +$239K | 0.02% | 518 |
|
|
2019
Q1 | $456K | Sell |
11,423
-2,615
| -19% | -$107K | 0.03% | 360 |
|
|
2018
Q4 | $551K | Sell |
14,038
-756
| -5% | -$30.2K | 0.09% | 229 |
|
|
2018
Q3 | $605K | Buy |
14,794
+9,183
| +164% | +$385K | 0.03% | 286 |
|
|
2018
Q2 | $231K | Buy |
5,611
+1,075
| +24% | +$44.8K | 0.02% | 388 |
|
|
2018
Q1 | $189K | Sell |
4,536
-3,177
| -41% | -$135K | 0.01% | 413 |
|
|
2017
Q4 | $367K | Buy |
7,713
+2,106
| +38% | +$100K | 0.03% | 280 |
|
|
2017
Q3 | $273K | Sell |
5,607
-1,608
| -22% | -$78.7K | 0.03% | 326 |
|
|
2017
Q2 | $348K | Buy |
7,215
+1,684
| +30% | +$79.5K | 0.04% | 275 |
|
|
2017
Q1 | $246K | Buy |
5,531
+877
| +19% | +$37.3K | 0.05% | 231 |
|
|
2016
Q4 | $186K | Buy |
+4,654
| New | +$189K | 0.08% | 184 |
|
Other funds holding NLY
VCM
VPM
AE Wealth Management's NLY Position: Q1 2026 in Review
AE Wealth Management increased its Annaly Capital Management (NLY) stake by 555% in Q1 2026, buying an estimated $2.18M and bringing the position to 112,824 shares worth $2.39M. The position accounts for 0.01% of the portfolio, ranked #595.
AE Wealth Management first reported a position in NLY in Q4 2016 and has held it in 31 quarters since. The position peaked at $3.04M in Q2 2023. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.
- AE Wealth Management held 112,824 shares of Annaly Capital Management worth $2.39M as of Q1 2026.
- AE Wealth Management bought 95,591 Annaly Capital Management shares in Q1 2026, an estimated $2.18M.
- Annaly Capital Management made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #595 holding.
- AE Wealth Management first reported a position in Annaly Capital Management in Q4 2016 and has held it in 31 quarters since.
- AE Wealth Management's Annaly Capital Management position peaked at $3.04M in Q2 2023.
- 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.