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Aventura Private Wealth’s Annaly Capital Management NLY Stock Holding History

Aventura Private Wealth’s Portfolio NLY Stock Details NLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.2K Hold
1,753
– – 0.01% 378
2026
Q1 		$37.1K Hold
1,753
– – 0.01% 361
2025
Q4 		$39.2K Sell
1,753
-276
-14% -$6.01K 0.01% 327
2025
Q3 		$41K Hold
2,029
– – 0.02% 321
2025
Q2 		$38.2K Buy
2,029
+50
+3% +$951 0.02% 309
2025
Q1 		$40.2K Hold
1,979
– – 0.02% 287
2024
Q4 		$36.2K Buy
+1,979
New +$38.7K 0.02% 285

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aventura Private Wealth's NLY Position: Q2 2026 in Review

Aventura Private Wealth held its Annaly Capital Management (NLY) position steady in Q2 2026 at 1,753 shares worth $39.2K. The position accounts for 0.01% of the portfolio, ranked #378.

Aventura Private Wealth first reported a position in NLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $41K in Q3 2025. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Aventura Private Wealth held 1,753 shares of Annaly Capital Management worth $39.2K as of Q2 2026.
  • Aventura Private Wealth left its Annaly Capital Management share count unchanged in Q2 2026.
  • Annaly Capital Management made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #378 holding.
  • Aventura Private Wealth first reported a position in Annaly Capital Management in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Annaly Capital Management position peaked at $41K in Q3 2025.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.