International Private Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

International Private 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	–	Sell	-40,081	Closed	-$896K	–	160
2025 Q4	$896K	Buy	40,081 +11,269	+39%	+$245K	0.56%	48
2025 Q3	$582K	Buy	28,812 +12,513	+77%	+$260K	0.37%	60
2025 Q2	$307K	Buy	16,299 +3,200	+24%	+$60.8K	0.26%	112
2025 Q1	$266K	Buy	13,099 +464	+4%	+$9.55K	0.26%	117
2024 Q4	$231K	Buy	+12,635	New	+$247K	0.23%	137

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

International Private Wealth Advisors's NLY Position: Q1 2026 in Review

International Private Wealth Advisors sold out of Annaly Capital Management (NLY) in Q1 2026, closing a stake of 40,081 shares — an estimated $896K sold.

International Private Wealth Advisors first reported a position in NLY in Q4 2024 and held it in 5 quarters. The position peaked at $896K in Q4 2025. 777 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

International Private Wealth Advisors reported no remaining Annaly Capital Management position as of Q1 2026 after selling out during the quarter.
International Private Wealth Advisors sold 40,081 Annaly Capital Management shares in Q1 2026, an estimated $896K.
International Private Wealth Advisors first reported a position in Annaly Capital Management in Q4 2024 and held it in 5 quarters.
International Private Wealth Advisors's Annaly Capital Management position peaked at $896K in Q4 2025.
777 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.