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Elevate Capital Advisors’s Annaly Capital Management NLY Stock Holding History

Elevate Capital 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
Q1 		– Sell
-12,232
Closed -$274K – 81
2025
Q4 		$274K Hold
12,232
– – 0.18% 75
2025
Q3 		$247K Buy
+12,232
New +$254K 0.17% 69

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Elevate Capital Advisors's NLY Position: Q1 2026 in Review

Elevate Capital Advisors sold out of Annaly Capital Management (NLY) in Q1 2026, closing a stake of 12,232 shares — an estimated $274K sold.

Elevate Capital Advisors first reported a position in NLY in Q3 2025 and held it in 2 quarters. The position peaked at $274K in Q4 2025. 771 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Elevate Capital Advisors reported no remaining Annaly Capital Management position as of Q1 2026 after selling out during the quarter.
  • Elevate Capital Advisors sold 12,232 Annaly Capital Management shares in Q1 2026, an estimated $274K.
  • Elevate Capital Advisors first reported a position in Annaly Capital Management in Q3 2025 and held it in 2 quarters.
  • Elevate Capital Advisors's Annaly Capital Management position peaked at $274K in Q4 2025.
  • 771 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Elevate Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.