Concurrent Investment Advisors’s Annaly Capital Management NLY Stock Holding History

Concurrent Investment 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	$264K	Buy	+11,804	New	+$261K	﹤0.01%	1771
2025 Q2	–	Sell	-14,312	Closed	-$291K	–	1453
2025 Q1	$291K	Sell	14,312 -5,069	-26%	-$104K	0.01%	938
2024 Q4	$355K	Sell	19,381 -2,006	-9%	-$39.2K	0.01%	768
2024 Q3	$429K	Sell	21,387 -2,786	-12%	-$55.8K	0.01%	668
2024 Q2	$461K	Buy	24,173 +8,997	+59%	+$175K	0.02%	611
2024 Q1	$299K	Buy	15,176 +2,398	+19%	+$46.2K	0.01%	674
2023 Q4	$248K	Buy	+12,778	New	+$228K	0.01%	711

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 $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Norges Bank Oslo, Norway $1T AUM

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

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

Concurrent Investment Advisors's NLY Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Annaly Capital Management (NLY) in Q2 2026: 11,804 shares worth $264K. The stake represents ﹤0.01% of the portfolio and ranks #1771 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in NLY as recently as Q1 2025.

Concurrent Investment Advisors first reported a position in NLY in Q4 2023 and has held it in 7 quarters since. The position peaked at $461K in Q2 2024. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Concurrent Investment Advisors held 11,804 shares of Annaly Capital Management worth $264K as of Q2 2026.
Annaly Capital Management was a new Concurrent Investment Advisors position in Q2 2026.
Annaly Capital Management made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1771 holding.
Concurrent Investment Advisors first reported a position in Annaly Capital Management in Q4 2023 and has held it in 7 quarters since.
Concurrent Investment Advisors's Annaly Capital Management position peaked at $461K in Q2 2024.
792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.