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Regal Investment Advisors’s Annaly Capital Management NLY Stock Holding History

Regal Investment 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
Q2 		$302K Buy
13,486
+17
+0.1% +$375 0.02% 566
2026
Q1 		$285K Buy
13,469
+3,044
+29% +$69.3K 0.02% 539
2025
Q4 		$233K Buy
+10,425
New +$227K 0.01% 556
2020
Q1 		– Sell
-3,374
Closed -$127K – 209
2019
Q4 		$127K Sell
3,374
-198
-6% -$7.22K 0.02% 334
2019
Q3 		$126K Buy
+3,572
New +$129K 0.02% 309
2019
Q2 		– Sell
-3,686
Closed -$147K – 356
2019
Q1 		$147K Sell
3,686
-1,112
-23% -$45.4K 0.03% 303
2018
Q4 		$188K Buy
4,798
+1,659
+53% +$66.3K 0.04% 311
2018
Q3 		$128K Buy
+3,139
New +$132K 0.03% 310
2016
Q1 		– Sell
-3,131
Closed -$117K – 276
2015
Q4 		$117K Sell
3,131
-178
-5% -$6.94K 0.03% 258
2015
Q3 		$130K Buy
3,309
+794
+32% +$31.7K 0.03% 311
2015
Q2 		$92K Sell
2,515
-153
-6% -$6.18K 0.02% 344
2015
Q1 		$111K Sell
2,668
-1,183
-31% -$50.3K 0.03% 326
2014
Q4 		$167K Sell
3,851
-948
-20% -$42.9K 0.04% 247
2014
Q3 		$205K Sell
4,799
-248
-5% -$11.3K 0.06% 217
2014
Q2 		$231K Buy
5,047
+450
+10% +$20.7K 0.08% 192
2014
Q1 		$202K Buy
4,597
+1,391
+43% +$60.1K 0.09% 180
2013
Q4 		$128K Sell
3,206
-2,147
-40% -$93.2K 0.07% 187
2013
Q3 		$248K Buy
5,353
+456
+9% +$21.5K 0.14% 149
2013
Q2 		$254K Buy
+4,897
New +$286K 0.14% 142

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Regal Investment Advisors's NLY Position: Q2 2026 in Review

Regal Investment Advisors increased its Annaly Capital Management (NLY) stake by 0.13% in Q2 2026, buying an estimated $375 and bringing the position to 13,486 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #566.

Regal Investment Advisors first reported a position in NLY in Q2 2013 and has held it in 19 quarters since. 790 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Regal Investment Advisors held 13,486 shares of Annaly Capital Management worth $302K as of Q2 2026.
  • Regal Investment Advisors bought 17 Annaly Capital Management shares in Q2 2026, an estimated $375.
  • Annaly Capital Management made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #566 holding.
  • Regal Investment Advisors first reported a position in Annaly Capital Management in Q2 2013 and has held it in 19 quarters since.
  • 790 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.