CreativeOne Wealth’s Annaly Capital Management NLY Stock Holding History

CreativeOne Wealth’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	$458K	Buy	21,633 +1,130	+6%	+$25.7K	0.01%	839
2025 Q4	$458K	Sell	20,503 -7,790	-28%	-$170K	0.01%	818
2025 Q3	$572K	Buy	28,293 +5,481	+24%	+$114K	0.01%	724
2025 Q2	$429K	Buy	+22,812	New	+$434K	0.01%	793
2023 Q3	–	Sell	-19,455	Closed	-$389K	–	743
2023 Q2	$389K	Sell	19,455 -261	-1%	-$5.07K	0.02%	570
2023 Q1	$377K	Buy	19,716 +1,928	+11%	+$40.7K	0.02%	549
2022 Q4	$375K	Buy	+17,788	New	+$350K	0.02%	511
2022 Q3	–	Sell	-8,702	Closed	-$206K	–	747
2022 Q2	$206K	Buy	8,702 +2,985	+52%	+$77.3K	0.01%	678
2022 Q1	$161K	Buy	5,717 +2,013	+54%	+$59.8K	0.01%	713
2021 Q4	$116K	Sell	3,704 -386	-9%	-$13K	0.01%	736
2021 Q3	$138K	Sell	4,090 -206	-5%	-$7.09K	0.01%	678
2021 Q2	$153K	Buy	+4,296	New	+$156K	0.01%	652

Other funds holding NLY

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CreativeOne Wealth's NLY Position: Q1 2026 in Review

CreativeOne Wealth increased its Annaly Capital Management (NLY) stake by 5.5% in Q1 2026, buying an estimated $25.7K and bringing the position to 21,633 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #839.

CreativeOne Wealth first reported a position in NLY in Q2 2021 and has held it in 12 quarters since. The position peaked at $572K in Q3 2025. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

CreativeOne Wealth held 21,633 shares of Annaly Capital Management worth $458K as of Q1 2026.
CreativeOne Wealth bought 1,130 Annaly Capital Management shares in Q1 2026, an estimated $25.7K.
Annaly Capital Management made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #839 holding.
CreativeOne Wealth first reported a position in Annaly Capital Management in Q2 2021 and has held it in 12 quarters since.
CreativeOne Wealth's Annaly Capital Management position peaked at $572K in Q3 2025.
768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.