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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$671 Buy
30
+23
+329% +$508 ﹤0.01% 1980
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

Physician Wealth Advisors's NLY Position: Q2 2026 in Review

Physician Wealth Advisors increased its Annaly Capital Management (NLY) stake by 329% in Q2 2026, buying an estimated $508 and bringing the position to 30 shares worth $671. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

Physician Wealth Advisors first reported a position in NLY in Q3 2019 and has held it in 10 quarters since. The position peaked at $132K in Q4 2019. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Physician Wealth Advisors held 30 shares of Annaly Capital Management worth $671 as of Q2 2026.
  • Physician Wealth Advisors bought 23 Annaly Capital Management shares in Q2 2026, an estimated $508.
  • Annaly Capital Management made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1980 holding.
  • Physician Wealth Advisors first reported a position in Annaly Capital Management in Q3 2019 and has held it in 10 quarters since.
  • Physician Wealth Advisors's Annaly Capital Management position peaked at $132K in Q4 2019.
  • 789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.