Essential Partners’s Annaly Capital Management NLY Stock Holding History

Essential Partners’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 Q3	$19.8K	Sell	1,050 -636	-38%	-$14.3K	0.01%	913
2026 Q2	$37.7K	Sell	1,686 -946	-36%	-$20.9K	0.02%	686
2026 Q1	$55.7K	Sell	2,632 -3,043	-54%	-$69.3K	0.02%	573
2025 Q4	$127K	Buy	5,675 +5,183	+1,053%	+$113K	0.04%	391
2025 Q3	$9.94K	Buy	492 +395	+407%	+$8.19K	﹤0.01%	1159
2025 Q2	$1.83K	Buy	+97	New	+$1.84K	﹤0.01%	1341

Other funds holding NLY

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Essential Partners's NLY Position: Q3 2026 in Review

Essential Partners reduced its Annaly Capital Management (NLY) stake by 38% in Q3 2026, selling an estimated $14.3K and leaving 1,050 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #913.

Essential Partners first reported a position in NLY in Q2 2025 and has held it in 6 quarters since. The position peaked at $127K in Q4 2025. 96 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

Essential Partners held 1,050 shares of Annaly Capital Management worth $19.8K as of Q3 2026.
Essential Partners sold 636 Annaly Capital Management shares in Q3 2026, an estimated $14.3K.
Annaly Capital Management made up 0.01% of Essential Partners's portfolio in Q3 2026, its #913 holding.
Essential Partners first reported a position in Annaly Capital Management in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Annaly Capital Management position peaked at $127K in Q4 2025.
96 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.