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Obermeyer Wealth Partners’s Annaly Capital Management NLY Stock Holding History

Obermeyer Wealth Partners’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 		$410K Sell
19,407
-765
-4% -$17.4K 0.02% 194
2025
Q4 		$451K Buy
+20,172
New +$439K 0.02% 182
2013
Q3 		– Sell
-935
Closed -$47K – 204
2013
Q2 		$47K Buy
+935
New +$54.6K 0.01% 132

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

Obermeyer Wealth Partners's NLY Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its Annaly Capital Management (NLY) stake by 3.8% in Q1 2026, selling an estimated $17.4K and leaving 19,407 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #194.

Obermeyer Wealth Partners first reported a position in NLY in Q2 2013 and has held it in 3 quarters since. The position peaked at $451K in Q4 2025. 769 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Obermeyer Wealth Partners held 19,407 shares of Annaly Capital Management worth $410K as of Q1 2026.
  • Obermeyer Wealth Partners sold 765 Annaly Capital Management shares in Q1 2026, an estimated $17.4K.
  • Annaly Capital Management made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #194 holding.
  • Obermeyer Wealth Partners first reported a position in Annaly Capital Management in Q2 2013 and has held it in 3 quarters since.
  • Obermeyer Wealth Partners's Annaly Capital Management position peaked at $451K in Q4 2025.
  • 769 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.