First Foundation Advisors’s Annaly Capital Management NLY Stock Holding History

First Foundation 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
2022 Q4	–	Sell	-17,978	Closed	-$309K	–	415
2022 Q3	$309K	Buy	17,978 +2,579	+17%	+$65K	0.02%	290
2022 Q2	$364K	Buy	15,399 +9,401	+157%	+$244K	0.02%	281
2022 Q1	$169K	Sell	5,998 -1,603	-21%	-$47.6K	0.01%	410
2021 Q4	$238K	Sell	7,601 -56	-0.7%	-$1.88K	0.01%	382
2021 Q3	$258K	Sell	7,657 -460	-6%	-$15.8K	0.01%	369
2021 Q2	$288K	Sell	8,117 -197	-2%	-$7.15K	0.01%	367
2021 Q1	$286K	Buy	8,314 +446	+6%	+$15.1K	0.01%	345
2020 Q4	$266K	Hold	7,868	–	–	0.01%	352
2020 Q3	$224K	Hold	7,868	–	–	0.01%	340
2020 Q2	$206K	Sell	7,868 -63	-0.8%	-$1.56K	0.01%	333
2020 Q1	$161K	Buy	7,931 +242	+3%	+$8.51K	0.01%	323
2019 Q4	$290K	Sell	7,689 -68	-0.9%	-$2.48K	0.01%	294
2019 Q3	$273K	Buy	7,757 +3,143	+68%	+$113K	0.01%	299
2019 Q2	$169K	Sell	4,614 -586	-11%	-$22.3K	0.01%	326
2019 Q1	$208K	Buy	5,200 +138	+3%	+$5.63K	0.01%	308
2018 Q4	$199K	Sell	5,062 -3	-0.1%	-$120	0.01%	351
2018 Q3	$207K	Hold	5,065	–	–	0.01%	327
2018 Q2	$208K	Buy	5,065 +51	+1%	+$2.13K	0.01%	304
2018 Q1	$209K	Sell	5,014 -170	-3%	-$7.25K	0.01%	295
2017 Q4	$247K	Buy	5,184 +603	+13%	+$28.6K	0.01%	291
2017 Q3	$223K	Buy	+4,581	New	+$224K	0.01%	275
2015 Q4	–	Sell	-2,856	Closed	-$113K	–	307
2015 Q3	$113K	Hold	2,856	–	–	0.01%	225
2015 Q2	$105K	Buy	+2,856	New	+$115K	0.01%	228
2014 Q1	–	Sell	-3,193	Closed	-$127K	–	210
2013 Q4	$127K	Buy	3,193 +360	+13%	+$15.6K	0.02%	181
2013 Q3	$131K	Sell	2,833 -829	-23%	-$39K	0.02%	163
2013 Q2	$184K	Buy	+3,662	New	+$214K	0.04%	128

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

First Foundation Advisors's NLY Position: Q4 2022 in Review

First Foundation Advisors sold out of Annaly Capital Management (NLY) in Q4 2022, closing a stake of 17,978 shares — an estimated $309K sold.

First Foundation Advisors first reported a position in NLY in Q2 2013 and held it in 26 quarters. The position peaked at $364K in Q2 2022. 575 funds tracked by Wall St. Rank hold NLY as of Q4 2022.

First Foundation Advisors reported no remaining Annaly Capital Management position as of Q4 2022 after selling out during the quarter.
First Foundation Advisors sold 17,978 Annaly Capital Management shares in Q4 2022, an estimated $309K.
First Foundation Advisors first reported a position in Annaly Capital Management in Q2 2013 and held it in 26 quarters.
First Foundation Advisors's Annaly Capital Management position peaked at $364K in Q2 2022.
575 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2022.

Based on First Foundation Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.