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Bartlett & Co Wealth Management’s Annaly Capital Management NLY Stock Holding History

Bartlett & Co Wealth Management’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
Q1 		$27K Buy
1,207
+7
+0.6% +$159 ﹤0.01% 775
2025
Q4 		$27.7K Hold
1,200
– – ﹤0.01% 762
2025
Q3 		$25.1K Sell
1,200
-175
-13% -$3.63K ﹤0.01% 790
2025
Q2 		$26.8K Sell
1,375
-625
-31% -$11.9K ﹤0.01% 764
2025
Q1 		$42K Sell
2,000
-962
-32% -$19.8K ﹤0.01% 683
2024
Q4 		$56.1K Buy
2,962
+1,200
+68% +$23.4K ﹤0.01% 623
2024
Q3 		$36.5K Hold
1,762
– – ﹤0.01% 715
2024
Q2 		$34.7K Sell
1,762
-1,543
-47% -$30K ﹤0.01% 727
2024
Q1 		$67.2K Sell
3,305
-275
-8% -$5.3K ﹤0.01% 615
2023
Q4 		$73.5K Hold
3,580
– – ﹤0.01% 625
2023
Q3 		$69.7K Sell
3,580
-250
-7% -$4.97K ﹤0.01% 593
2023
Q2 		$77.2K Buy
+3,830
New +$74.4K ﹤0.01% 583
2022
Q2 		– Sell
-115
Closed -$3.33K – 1317
2022
Q1 		$3.33K Buy
+115
New +$3.42K ﹤0.01% 960
2021
Q4 		– Sell
-115
Closed -$3.97K – 711
2021
Q3 		$3.97K Sell
115
-21
-15% -$723 ﹤0.01% 792
2021
Q2 		$4.96K Hold
136
– – ﹤0.01% 759
2021
Q1 		$4.81K Hold
136
– – ﹤0.01% 794
2020
Q4 		$4.72K Buy
+136
New +$4.21K ﹤0.01% 798
2018
Q3 		– Sell
-105
Closed -$4.33K – 732
2018
Q2 		$4.33K Buy
+105
New +$4.38K ﹤0.01% 649

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bartlett & Co Wealth Management's NLY Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Annaly Capital Management (NLY) stake by 0.58% in Q1 2026, buying an estimated $159 and bringing the position to 1,207 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Bartlett & Co Wealth Management first reported a position in NLY in Q2 2018 and has held it in 18 quarters since. The position peaked at $77.2K in Q2 2023. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Bartlett & Co Wealth Management held 1,207 shares of Annaly Capital Management worth $27K as of Q1 2026.
  • Bartlett & Co Wealth Management bought 7 Annaly Capital Management shares in Q1 2026, an estimated $159.
  • Annaly Capital Management made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #775 holding.
  • Bartlett & Co Wealth Management first reported a position in Annaly Capital Management in Q2 2018 and has held it in 18 quarters since.
  • Bartlett & Co Wealth Management's Annaly Capital Management position peaked at $77.2K in Q2 2023.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.