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Clearstead Advisors’s Annaly Capital Management NLY Stock Holding History

Clearstead 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
Q2 		$90.9K Buy
4,065
+91
+2% +$2.01K ﹤0.01% 1323
2026
Q1 		$84K Sell
3,974
-2,225
-36% -$50.7K ﹤0.01% 1182
2025
Q4 		$139K Buy
6,199
+1,603
+35% +$34.9K ﹤0.01% 1025
2025
Q3 		$92.9K Buy
4,596
+452
+11% +$9.37K ﹤0.01% 1075
2025
Q2 		$78K Buy
4,144
+995
+32% +$18.9K ﹤0.01% 1142
2025
Q1 		$64K Buy
3,149
+103
+3% +$2.12K ﹤0.01% 1107
2024
Q4 		$55.7K Buy
3,046
+61
+2% +$1.19K ﹤0.01% 1137
2024
Q3 		$59.9K Buy
2,985
+57
+2% +$1.14K ﹤0.01% 1164
2024
Q2 		$55.8K Buy
2,928
+2,753
+1,573% +$53.4K ﹤0.01% 1137
2024
Q1 		$3.49K Buy
175
+50
+40% +$964 ﹤0.01% 1231
2023
Q4 		$2.42K Hold
125
– – ﹤0.01% 1257
2023
Q3 		$2.35K Hold
125
– – ﹤0.01% 1215
2023
Q2 		$2.5K Hold
125
– – ﹤0.01% 1115
2023
Q1 		$2.39K Hold
125
– – ﹤0.01% 1111
2022
Q4 		$2.63K Sell
125
-98
-44% -$1.93K ﹤0.01% 1053
2022
Q3 		$4K Hold
223
– – ﹤0.01% 1001
2022
Q2 		$5K Buy
223
+98
+78% +$2.54K ﹤0.01% 1004
2022
Q1 		$4K Hold
125
– – ﹤0.01% 1111
2021
Q4 		$4K Buy
+125
New +$4.2K ﹤0.01% 1022

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

Clearstead Advisors's NLY Position: Q2 2026 in Review

Clearstead Advisors increased its Annaly Capital Management (NLY) stake by 2.3% in Q2 2026, buying an estimated $2.01K and bringing the position to 4,065 shares worth $90.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Clearstead Advisors first reported a position in NLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $139K in Q4 2025. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Clearstead Advisors held 4,065 shares of Annaly Capital Management worth $90.9K as of Q2 2026.
  • Clearstead Advisors bought 91 Annaly Capital Management shares in Q2 2026, an estimated $2.01K.
  • Annaly Capital Management made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1323 holding.
  • Clearstead Advisors first reported a position in Annaly Capital Management in Q4 2021 and has held it in 19 quarters since.
  • Clearstead Advisors's Annaly Capital Management position peaked at $139K in Q4 2025.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.