First Heartland Consultants’s Annaly Capital Management NLY Stock Holding History

First Heartland Consultants’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	$268K	Buy	11,980 +2,402	+25%	+$53K	0.02%	503
2026 Q1	$203K	Sell	9,578 -543	-5%	-$12.4K	0.02%	509
2025 Q4	$226K	Sell	10,121 -253	-2%	-$5.51K	0.02%	488
2025 Q3	$210K	Buy	+10,374	New	+$215K	0.02%	498
2025 Q1	–	Sell	-10,457	Closed	-$191K	–	472
2024 Q4	$191K	Buy	+10,457	New	+$204K	0.02%	435
2022 Q3	–	Sell	-6,370	Closed	-$150K	–	366
2022 Q2	$150K	Buy	6,370 +538	+9%	+$13.9K	0.02%	330
2022 Q1	$164K	Buy	5,832 +2,193	+60%	+$65.2K	0.03%	342
2021 Q4	$113	Sell	3,639 -3,935	-52%	-$132K	﹤0.01%	364
2021 Q3	$255K	Sell	7,574 -1,542	-17%	-$53.1K	0.04%	318
2021 Q2	$324K	Buy	9,116 +155	+2%	+$5.63K	0.05%	273
2021 Q1	$308K	Buy	8,961 +2,303	+35%	+$78K	0.05%	283
2020 Q4	$225K	Buy	6,658 +746	+13%	+$23.1K	0.04%	302
2020 Q3	$168K	Buy	5,912 +444	+8%	+$12.9K	0.03%	286
2020 Q2	$143K	Buy	5,468 +1,181	+28%	+$29.2K	0.03%	274
2020 Q1	$87K	Buy	4,287 +582	+16%	+$20.5K	0.02%	242
2019 Q4	$140K	Sell	3,705 -17	-0.5%	-$620	0.03%	289
2019 Q3	$131K	Buy	3,722 +1,024	+38%	+$36.9K	0.03%	284
2019 Q2	$99K	Buy	+2,698	New	+$103K	0.02%	281
2018 Q1	–	Sell	-3,218	Closed	-$153K	–	274
2017 Q4	$153K	Sell	3,218 -3,589	-53%	-$170K	0.05%	266
2017 Q3	$332K	Sell	6,807 -1,610	-19%	-$78.8K	0.08%	257
2017 Q2	$406K	Buy	8,417 +372	+5%	+$17.6K	0.11%	229
2017 Q1	$357K	Buy	8,045 +563	+8%	+$24K	0.1%	234
2016 Q4	$298K	Sell	7,482 -257	-3%	-$10.5K	0.09%	252
2016 Q3	$325K	Buy	7,739 +5	+0.1%	+$217	0.09%	226
2016 Q2	$342	Buy	7,734 +1,807	+30%	+$76.9K	0.04%	202
2016 Q1	$243K	Buy	5,927 +5	+0.1%	+$196	0.09%	224
2015 Q4	$222K	Buy	5,922 +1,716	+41%	+$66.9K	0.08%	238
2015 Q3	$166K	Buy	4,206 +1,402	+50%	+$56K	0.07%	240
2015 Q2	$103	Buy	2,804 +42	+2%	+$1.7K	0.03%	253
2015 Q1	$115K	Buy	2,762 +225	+9%	+$9.57K	0.04%	246
2014 Q4	$110K	Buy	+2,537	New	+$115K	0.05%	240

Other funds holding NLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

First Heartland Consultants's NLY Position: Q2 2026 in Review

First Heartland Consultants increased its Annaly Capital Management (NLY) stake by 25% in Q2 2026, buying an estimated $53K and bringing the position to 11,980 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #503.

First Heartland Consultants first reported a position in NLY in Q4 2014 and has held it in 31 quarters since. The position peaked at $406K in Q2 2017. 206 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

First Heartland Consultants held 11,980 shares of Annaly Capital Management worth $268K as of Q2 2026.
First Heartland Consultants bought 2,402 Annaly Capital Management shares in Q2 2026, an estimated $53K.
Annaly Capital Management made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #503 holding.
First Heartland Consultants first reported a position in Annaly Capital Management in Q4 2014 and has held it in 31 quarters since.
First Heartland Consultants's Annaly Capital Management position peaked at $406K in Q2 2017.
206 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.