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IMA Advisory Services’s Annaly Capital Management NLY Stock Holding History

IMA Advisory Services’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 		$3.76K Sell
172
-7
-4% -$159 ﹤0.01% 473
2025
Q4 		$4.13K Buy
179
+171
+2,138% +$3.72K ﹤0.01% 479
2025
Q3 		$167 Hold
8
– – ﹤0.01% 522
2025
Q2 		$156 Buy
+8
New +$152 ﹤0.01% 526
2013
Q3 		– Sell
-25,526
Closed -$1.28M – 171
2013
Q2 		$1.28M Buy
+25,526
New +$1.49M 0.7% 42

Other funds holding NLY

BlackRock
BlackRock New York $5.7T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $653B AUM 32.41% 1-Year Est. Return