Cape Investment Advisory’s Annaly Capital Management NLY Stock Holding History

Cape Investment Advisory’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	–	Sell	-1,500	Closed	-$33.5K	–	846
2025 Q4	$33.5K	Buy	+1,500	New	+$32.7K	0.01%	502
2025 Q3	–	Sell	-125	Closed	-$2.35K	–	1057
2025 Q2	$2.35K	Sell	125 -6	-5%	-$114	﹤0.01%	916
2025 Q1	$2.66K	Hold	131	–	–	﹤0.01%	854
2024 Q4	$2.4K	Buy	131 +6	+5%	+$117	﹤0.01%	853
2024 Q3	$2.51K	Hold	125	–	–	﹤0.01%	797
2024 Q2	$2.38K	Hold	125	–	–	﹤0.01%	771
2024 Q1	$2.46K	Sell	125 -675	-84%	-$13K	﹤0.01%	746
2023 Q4	$15.5K	Buy	800 +675	+540%	+$12K	0.01%	581
2023 Q3	$2.35K	Hold	125	–	–	﹤0.01%	774
2023 Q2	$2.5K	Hold	125	–	–	﹤0.01%	751
2023 Q1	$2.39K	Buy	+125	New	+$2.64K	﹤0.01%	794

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cape Investment Advisory's NLY Position: Q1 2026 in Review

Cape Investment Advisory sold out of Annaly Capital Management (NLY) in Q1 2026, closing a stake of 1,500 shares — an estimated $33.5K sold.

Cape Investment Advisory first reported a position in NLY in Q1 2023 and held it in 11 quarters. The position peaked at $33.5K in Q4 2025. 772 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Cape Investment Advisory reported no remaining Annaly Capital Management position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 1,500 Annaly Capital Management shares in Q1 2026, an estimated $33.5K.
Cape Investment Advisory first reported a position in Annaly Capital Management in Q1 2023 and held it in 11 quarters.
Cape Investment Advisory's Annaly Capital Management position peaked at $33.5K in Q4 2025.
772 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.