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Physician Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Physician 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 		$149 Hold
7
– – ﹤0.01% 2032
2025
Q4 		$157 Hold
7
– – ﹤0.01% 2006
2025
Q3 		$142 Hold
7
– – ﹤0.01% 1877
2025
Q2 		$132 Hold
7
– – ﹤0.01% 1779
2025
Q1 		$143 Hold
7
– – ﹤0.01% 1404
2024
Q4 		$129 Buy
+7
New +$137 ﹤0.01% 1126
2020
Q2 		– Sell
-3,454
Closed -$83K – 134
2020
Q1 		$83K Hold
3,454
– – 0.04% 106
2019
Q4 		$132K Hold
3,454
– – 0.06% 116
2019
Q3 		$128K Buy
+3,454
New +$124K 0.06% 104

Other funds holding NLY

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return