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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
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 $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

Regal Investment Advisors's NLY Position: Q1 2026 in Review

Regal Investment Advisors increased its Annaly Capital Management (NLY) stake by 29% in Q1 2026, buying an estimated $69.3K and bringing the position to 13,469 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #539.

Regal Investment Advisors first reported a position in NLY in Q2 2013 and has held it in 18 quarters since. 769 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Regal Investment Advisors held 13,469 shares of Annaly Capital Management worth $285K as of Q1 2026.
  • Regal Investment Advisors bought 3,044 Annaly Capital Management shares in Q1 2026, an estimated $69.3K.
  • Annaly Capital Management made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #539 holding.
  • Regal Investment Advisors first reported a position in Annaly Capital Management in Q2 2013 and has held it in 18 quarters since.
  • 769 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

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