IBEX Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

IBEX Wealth 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	$14.2M	Buy	670,031 +46,346	+7%	+$1.06M	1.32%	23
2025 Q4	$13.9M	Buy	623,685 +298,517	+92%	+$6.5M	1.37%	16
2025 Q3	$6.57M	Buy	325,168 +5,701	+2%	+$118K	0.63%	49
2025 Q2	$6.01M	Buy	319,467 +23,030	+8%	+$438K	0.64%	55
2025 Q1	$6.02M	Buy	296,437 +15,283	+5%	+$315K	0.8%	44
2024 Q4	$5.15M	Buy	281,154 +254,432	+952%	+$4.97M	0.61%	51
2024 Q3	$8.61M	Buy	26,722 +26,304	+6,293%	+$527K	2.36%	12
2024 Q2	$7.96K	Sell	418 -69,779	-99%	-$1.35M	﹤0.01%	237
2024 Q1	$1.48M	Buy	+70,197	New	+$1.35M	0.4%	64
2023 Q4	–	Sell	-290,995	Closed	-$5.47M	–	117
2023 Q3	$5.47M	Buy	+290,995	New	+$5.78M	1.39%	26
2023 Q1	$5.84M	Buy	305,830 +235,633	+336%	+$4.97M	1.52%	23
2022 Q4	$1.48M	Buy	+70,197	New	+$1.38M	0.33%	80
2019 Q3	–	Sell	-380	Closed	-$13K	–	282
2019 Q2	$13K	Buy	+380	New	+$14.5K	﹤0.01%	307

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IBEX Wealth Advisors's NLY Position: Q1 2026 in Review

IBEX Wealth Advisors increased its Annaly Capital Management (NLY) stake by 7.4% in Q1 2026, buying an estimated $1.06M and bringing the position to 670,031 shares worth $14.2M. The position accounts for 1.32% of the portfolio, ranked #23.

IBEX Wealth Advisors first reported a position in NLY in Q2 2019 and has held it in 13 quarters since. 769 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

IBEX Wealth Advisors held 670,031 shares of Annaly Capital Management worth $14.2M as of Q1 2026.
IBEX Wealth Advisors bought 46,346 Annaly Capital Management shares in Q1 2026, an estimated $1.06M.
Annaly Capital Management made up 1.32% of IBEX Wealth Advisors's portfolio in Q1 2026, its #23 holding.
IBEX Wealth Advisors first reported a position in Annaly Capital Management in Q2 2019 and has held it in 13 quarters since.
769 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.