KF
NLY icon

Krilogy Financial’s Annaly Capital Management NLY Stock Holding History

Krilogy Financial’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
-8,677
Closed -$207K – 1035
2025
Q4 		$207K Buy
+8,677
New +$189K 0.01% 860
2022
Q2 		– Sell
-2,502
Closed -$70K – 322
2022
Q1 		$70K Buy
+2,502
New +$74.4K 0.01% 307
2020
Q2 		– Sell
-2,839
Closed -$58K – 232
2020
Q1 		$58K Sell
2,839
-317
-10% -$11.2K 0.01% 188
2019
Q4 		$119K Buy
3,156
+74
+2% +$2.7K 0.02% 195
2019
Q3 		$108K Buy
+3,082
New +$111K 0.02% 183
2018
Q4 		– Sell
-1,775
Closed -$73K – 483
2018
Q3 		$73K Buy
+1,775
New +$74.4K 0.02% 263
2018
Q2 		– Sell
-1,869
Closed -$78K – 465
2018
Q1 		$78K Buy
1,869
+45
+2% +$1.92K 0.02% 267
2017
Q4 		$87K Buy
1,824
+240
+15% +$11.4K 0.02% 252
2017
Q3 		$77K Buy
1,584
+64
+4% +$3.13K 0.02% 291
2017
Q2 		$73K Buy
1,520
+80
+6% +$3.78K 0.02% 262
2017
Q1 		$57K Hold
1,440
– – 0.02% 274
2016
Q4 		$57K Sell
1,440
-89
-6% -$3.62K 0.02% 274
2016
Q3 		$64K Buy
1,529
+41
+3% +$1.78K 0.02% 268
2016
Q2 		$66K Buy
+1,488
New +$63.3K 0.02% 260

Other funds holding NLY

BlackRock
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
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 $1.02T AUM 30.18% 1-Year Est. Return

Krilogy Financial's NLY Position: Q1 2026 in Review

Krilogy Financial sold out of Annaly Capital Management (NLY) in Q1 2026, closing a stake of 8,677 shares — an estimated $207K sold.

Krilogy Financial first reported a position in NLY in Q2 2016 and held it in 14 quarters. The position peaked at $207K in Q4 2025. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Krilogy Financial reported no remaining Annaly Capital Management position as of Q1 2026 after selling out during the quarter.
  • Krilogy Financial sold 8,677 Annaly Capital Management shares in Q1 2026, an estimated $207K.
  • Krilogy Financial first reported a position in Annaly Capital Management in Q2 2016 and held it in 14 quarters.
  • Krilogy Financial's Annaly Capital Management position peaked at $207K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.