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Lebenthal Global Advisors’s Annaly Capital Management NLY Stock Holding History

Lebenthal Global 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 		$1.08M Buy
51,229
+465
+0.9% +$10.6K 0.16% 102
2025
Q4 		$1.14M Sell
50,764
-2,069
-4% -$45K 0.18% 86
2025
Q3 		$1.07M Buy
52,833
+5,107
+11% +$106K 0.19% 85
2025
Q2 		$898K Sell
47,726
-686
-1% -$13K 0.17% 88
2025
Q1 		$983K Sell
48,412
-13,173
-21% -$271K 0.18% 76
2024
Q4 		$1.13M Buy
61,585
+16,806
+38% +$328K 0.21% 75
2024
Q3 		$899K Sell
44,779
-6,167
-12% -$124K 0.18% 84
2024
Q2 		$971K Buy
50,946
+4,011
+9% +$77.9K 0.21% 65
2024
Q1 		$924K Buy
46,935
+100
+0.2% +$1.93K 0.21% 58
2023
Q4 		$907K Buy
46,835
+10,481
+29% +$187K 0.21% 61
2023
Q3 		$684K Sell
36,354
-1,694
-4% -$33.7K 0.21% 61
2023
Q2 		$761K Sell
38,048
-2,537
-6% -$49.3K 0.22% 45
2023
Q1 		$776K Buy
40,585
+10,244
+34% +$216K 0.24% 35
2022
Q4 		$640K Buy
30,341
+3,251
+12% +$64K 0.21% 50
2022
Q3 		$464K Buy
27,090
+657
+2% +$16.6K 0.21% 57
2022
Q2 		$624K Sell
26,433
-728
-3% -$18.9K 0.3% 47
2022
Q1 		$787K Buy
27,161
+9,708
+56% +$289K 0.34% 49
2021
Q4 		$545K Sell
17,453
-2,403
-12% -$80.8K 0.22% 69
2021
Q3 		$668K Buy
19,856
+10,473
+112% +$361K 0.42% 44
2021
Q2 		$333K Buy
9,383
+1,729
+23% +$62.8K 0.18% 108
2021
Q1 		$263K Hold
7,654
– – 0.16% 109
2020
Q4 		$258K Buy
+7,654
New +$237K 0.18% 78

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

Lebenthal Global Advisors's NLY Position: Q1 2026 in Review

Lebenthal Global Advisors increased its Annaly Capital Management (NLY) stake by 0.92% in Q1 2026, buying an estimated $10.6K and bringing the position to 51,229 shares worth $1.08M. The position accounts for 0.16% of the portfolio, ranked #102.

Lebenthal Global Advisors first reported a position in NLY in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.14M in Q4 2025. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Lebenthal Global Advisors held 51,229 shares of Annaly Capital Management worth $1.08M as of Q1 2026.
  • Lebenthal Global Advisors bought 465 Annaly Capital Management shares in Q1 2026, an estimated $10.6K.
  • Annaly Capital Management made up 0.16% of Lebenthal Global Advisors's portfolio in Q1 2026, its #102 holding.
  • Lebenthal Global Advisors first reported a position in Annaly Capital Management in Q4 2020 and has held it in 22 quarters since.
  • Lebenthal Global Advisors's Annaly Capital Management position peaked at $1.14M in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.