Institute for Wealth Management’s Annaly Capital Management NLY Stock Holding History

Institute for Wealth Management’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	$12.3K	Buy	+550	New	+$12.1K	﹤0.01%	1272
2022 Q3	–	Sell	-2,594	Closed	-$61K	–	495
2022 Q2	$61K	Hold	2,594	–	–	0.01%	524
2022 Q1	$73K	Hold	2,594	–	–	0.01%	534
2021 Q4	$81K	Sell	2,594 -100	-4%	-$3.36K	0.01%	484
2021 Q3	$91K	Hold	2,694	–	–	0.02%	474
2021 Q2	$96K	Hold	2,694	–	–	0.02%	481
2021 Q1	$93K	Sell	2,694 -400	-13%	-$13.5K	0.02%	463
2020 Q4	$105K	Buy	+3,094	New	+$95.7K	0.02%	442
2019 Q2	–	Sell	-2,530	Closed	-$101K	–	490
2019 Q1	$101K	Buy	+2,530	New	+$103K	0.02%	435
2013 Q3	–	Sell	-900	Closed	-$45K	–	97
2013 Q2	$45K	Buy	+900	New	+$52.6K	0.04%	56

Other funds holding NLY

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Institute for Wealth Management's NLY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Annaly Capital Management (NLY) in Q2 2026: 550 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #1272 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in NLY as recently as Q2 2022.

Institute for Wealth Management first reported a position in NLY in Q2 2013 and has held it in 10 quarters since. The position peaked at $105K in Q4 2020. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Institute for Wealth Management held 550 shares of Annaly Capital Management worth $12.3K as of Q2 2026.
Annaly Capital Management was a new Institute for Wealth Management position in Q2 2026.
Annaly Capital Management made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1272 holding.
Institute for Wealth Management first reported a position in Annaly Capital Management in Q2 2013 and has held it in 10 quarters since.
Institute for Wealth Management's Annaly Capital Management position peaked at $105K in Q4 2020.
792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.