Beacon Pointe Advisors’s Annaly Capital Management NLY Stock Holding History

Beacon Pointe Advisors’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	$1.12M	Buy	52,889 +6,554	+14%	+$149K	0.01%	952
2025 Q4	$1.04M	Buy	+46,335	New	+$1.01M	0.01%	824
2023 Q4	–	Sell	-15,657	Closed	-$295K	–	1369
2023 Q3	$295K	Buy	+15,657	New	+$311K	﹤0.01%	1076
2022 Q3	–	Sell	-6,195	Closed	-$147K	–	1041
2022 Q2	$147K	Sell	6,195 -4,641	-43%	-$120K	﹤0.01%	987
2022 Q1	$305K	Buy	10,836 +6,073	+128%	+$181K	﹤0.01%	974
2021 Q4	$149K	Buy	+4,763	New	+$160K	﹤0.01%	893
2021 Q3	–	Sell	-9,467	Closed	-$336K	–	947
2021 Q2	$336K	Buy	9,467 +6,606	+231%	+$240K	0.01%	626
2021 Q1	$99K	Buy	+2,861	New	+$96.9K	0.01%	519

Other funds holding NLY

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Pointe Advisors's NLY Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Annaly Capital Management (NLY) stake by 14% in Q1 2026, buying an estimated $149K and bringing the position to 52,889 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #952.

Beacon Pointe Advisors first reported a position in NLY in Q1 2021 and has held it in 8 quarters since. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Beacon Pointe Advisors held 52,889 shares of Annaly Capital Management worth $1.12M as of Q1 2026.
Beacon Pointe Advisors bought 6,554 Annaly Capital Management shares in Q1 2026, an estimated $149K.
Annaly Capital Management made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #952 holding.
Beacon Pointe Advisors first reported a position in Annaly Capital Management in Q1 2021 and has held it in 8 quarters since.
768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.