Creative Planning
NLY icon

Creative Planning’s Annaly Capital Management NLY Stock Holding History

Creative Planning’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
2023
Q2 		– Sell
-200
Closed -$2 – 2762
2023
Q1 		$2 Buy
200
+100
+100% +$2.11K ﹤0.01% 2646
2022
Q4 		$1 Buy
+100
New +$1.97K ﹤0.01% 2487

Other funds holding NLY

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's NLY Position: Q1 2026 in Review

Creative Planning increased its Annaly Capital Management (NLY) stake by 5% in Q1 2026, buying an estimated $159K and bringing the position to 147,968 shares worth $3.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

Creative Planning first reported a position in NLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.2M in Q3 2025. 769 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Creative Planning held 147,968 shares of Annaly Capital Management worth $3.13M as of Q1 2026.
  • Creative Planning bought 6,995 Annaly Capital Management shares in Q1 2026, an estimated $159K.
  • Annaly Capital Management made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1546 holding.
  • Creative Planning first reported a position in Annaly Capital Management in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Annaly Capital Management position peaked at $15.2M in Q3 2025.
  • 769 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.