Broadwater Capital’s Annaly Capital Management NLY Stock Holding History

Broadwater Capital’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	–	Sell	-610	Closed	-$13.6K	–	215
2026 Q1	$13.6K	Hold	610	–	–	0.01%	147
2025 Q4	$13.6K	Hold	610	–	–	0.01%	147
2025 Q3	$12.3K	Sell	610 -10,870	-95%	-$225K	0.01%	156
2025 Q2	$11.5M	Buy	11,480 +10,870	+1,782%	+$207K	0.01%	158
2025 Q1	$12.4K	Hold	610	–	–	0.01%	152
2024 Q4	$11.2K	Hold	610	–	–	0.01%	163
2024 Q3	$12.2K	Hold	610	–	–	0.01%	166
2024 Q2	$11.6K	Sell	610 -915	-60%	-$17.8K	0.01%	165
2024 Q1	$30K	Hold	1,525	–	–	0.02%	133
2023 Q4	$29.5K	Buy	+1,525	New	+$27.2K	0.02%	132

Other funds holding NLY

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Broadwater Capital's NLY Position: Q2 2026 in Review

Broadwater Capital sold out of Annaly Capital Management (NLY) in Q2 2026, closing a stake of 610 shares — an estimated $13.6K sold.

Broadwater Capital first reported a position in NLY in Q4 2023 and held it in 10 quarters. The position peaked at $11.5M in Q2 2025. 388 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Broadwater Capital reported no remaining Annaly Capital Management position as of Q2 2026 after selling out during the quarter.
Broadwater Capital sold 610 Annaly Capital Management shares in Q2 2026, an estimated $13.6K.
Broadwater Capital first reported a position in Annaly Capital Management in Q4 2023 and held it in 10 quarters.
Broadwater Capital's Annaly Capital Management position peaked at $11.5M in Q2 2025.
388 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.