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

Dana 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 		$2.68M Sell
119,673
-21,703
-15% -$479K 0.07% 277
2026
Q1 		$2.99M Sell
141,376
-30,675
-18% -$699K 0.09% 246
2025
Q4 		$3.85M Buy
172,051
+9,736
+6% +$212K 0.11% 203
2025
Q3 		$3.28M Buy
162,315
+21,317
+15% +$442K 0.1% 223
2025
Q2 		$2.65M Sell
140,998
-18,248
-11% -$347K 0.09% 246
2025
Q1 		$3.23M Sell
159,246
-25,454
-14% -$524K 0.12% 212
2024
Q4 		$3.38M Buy
184,700
+2,285
+1% +$44.6K 0.11% 217
2024
Q3 		$3.66M Buy
182,415
+28,051
+18% +$562K 0.12% 202
2024
Q2 		$2.94M Sell
154,364
-5,836
-4% -$113K 0.1% 229
2024
Q1 		$3.15M Buy
160,200
+39,899
+33% +$769K 0.1% 224
2023
Q4 		$2.33M Sell
120,301
-4,444
-4% -$79.3K 0.11% 145
2023
Q3 		$2.35M Buy
124,745
+47,564
+62% +$945K 0.12% 131
2023
Q2 		$1.54M Buy
77,181
+7,348
+11% +$143K 0.08% 185
2023
Q1 		$1.33M Buy
69,833
+24,206
+53% +$511K 0.07% 201
2022
Q4 		$962K Sell
45,627
-1,608
-3% -$31.6K 0.05% 230
2022
Q3 		$811K Buy
47,235
+8,960
+23% +$226K 0.05% 244
2022
Q2 		$905K Buy
38,275
+30,054
+366% +$779K 0.05% 240
2022
Q1 		$232K Buy
+8,221
New +$244K 0.01% 328
2021
Q4 		– Sell
-11,241
Closed -$379K – 345
2021
Q3 		$379K Sell
11,241
-9,187
-45% -$316K 0.02% 266
2021
Q2 		$726K Sell
20,428
-2,691
-12% -$97.7K 0.03% 226
2021
Q1 		$795K Buy
23,119
+8,723
+61% +$295K 0.04% 224
2020
Q4 		$487K Sell
14,396
-2,343
-14% -$72.5K 0.02% 239
2020
Q3 		$477K Sell
16,739
-1,375
-8% -$39.8K 0.03% 231
2020
Q2 		$475K Buy
18,114
+701
+4% +$17.3K 0.03% 226
2020
Q1 		$353K Buy
17,413
+9,515
+120% +$335K 0.02% 229
2019
Q4 		$298K Buy
7,898
+477
+6% +$17.4K 0.01% 261
2019
Q3 		$261K Sell
7,421
-275
-4% -$9.91K 0.01% 242
2019
Q2 		$281K Buy
7,696
+2,100
+38% +$80K 0.01% 254
2019
Q1 		$224K Buy
+5,596
New +$228K 0.01% 266

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

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

Dana Investment Advisors reduced its Annaly Capital Management (NLY) stake by 15% in Q2 2026, selling an estimated $479K and leaving 119,673 shares worth $2.68M. The position accounts for 0.07% of the portfolio, ranked #277.

Dana Investment Advisors first reported a position in NLY in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.85M in Q4 2025. 787 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Dana Investment Advisors held 119,673 shares of Annaly Capital Management worth $2.68M as of Q2 2026.
  • Dana Investment Advisors sold 21,703 Annaly Capital Management shares in Q2 2026, an estimated $479K.
  • Annaly Capital Management made up 0.07% of Dana Investment Advisors's portfolio in Q2 2026, its #277 holding.
  • Dana Investment Advisors first reported a position in Annaly Capital Management in Q1 2019 and has held it in 29 quarters since.
  • Dana Investment Advisors's Annaly Capital Management position peaked at $3.85M in Q4 2025.
  • 787 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.