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Samalin Investment Counsel’s Annaly Capital Management NLY Stock Holding History

Samalin Investment Counsel’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 		$421K Sell
18,830
-6,044
-24% -$133K 0.13% 191
2026
Q1 		$526K Sell
24,874
-6,126
-20% -$140K 0.19% 158
2025
Q4 		$693K Sell
31,000
-190
-0.6% -$4.14K 0.25% 121
2025
Q3 		$630K Buy
31,190
+1,518
+5% +$31.5K 0.22% 137
2025
Q2 		$558K Buy
29,672
+2,154
+8% +$41K 0.21% 151
2025
Q1 		$559K Buy
27,518
+796
+3% +$16.4K 0.23% 137
2024
Q4 		$489K Sell
26,722
-1,238
-4% -$24.2K 0.21% 154
2024
Q3 		$561K Buy
27,960
+2,482
+10% +$49.7K 0.24% 130
2024
Q2 		$486K Buy
25,478
+1,036
+4% +$20.1K 0.23% 143
2024
Q1 		$481K Buy
24,442
+2,598
+12% +$50.1K 0.23% 147
2023
Q4 		$423K Buy
21,844
+8,503
+64% +$152K 0.21% 160
2023
Q3 		$251K Buy
13,341
+10
+0.1% +$199 0.14% 201
2023
Q2 		$267K Buy
13,331
+2,204
+20% +$42.8K 0.14% 202
2023
Q1 		$213K Buy
+11,127
New +$235K 0.13% 217
2022
Q3 		– Sell
-7,701
Closed -$182K – 240
2022
Q2 		$182K Sell
7,701
-842
-10% -$21.8K 0.13% 201
2022
Q1 		$241K Buy
8,543
+392
+5% +$11.7K 0.15% 203
2021
Q4 		$255K Buy
8,151
+676
+9% +$22.7K 0.15% 196
2021
Q3 		$252K Buy
7,475
+956
+15% +$32.9K 0.16% 193
2021
Q2 		$232K Sell
6,519
-1,978
-23% -$71.8K 0.15% 203
2021
Q1 		$292K Sell
8,497
-40
-0.5% -$1.35K 0.2% 170
2020
Q4 		$289K Buy
8,537
+150
+2% +$4.64K 0.22% 159
2020
Q3 		$239K Buy
8,387
+550
+7% +$15.9K 0.21% 154
2020
Q2 		$205K Buy
7,837
+42
+0.5% +$1.04K 0.21% 143
2020
Q1 		$158K Sell
7,795
-1,752
-18% -$61.6K 0.21% 122
2019
Q4 		$359K Buy
+9,547
New +$348K 0.3% 92

Other funds holding NLY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

Samalin Investment Counsel's NLY Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Annaly Capital Management (NLY) stake by 24% in Q2 2026, selling an estimated $133K and leaving 18,830 shares worth $421K. The position accounts for 0.13% of the portfolio, ranked #191.

Samalin Investment Counsel first reported a position in NLY in Q4 2019 and has held it in 25 quarters since. The position peaked at $693K in Q4 2025. 282 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Samalin Investment Counsel held 18,830 shares of Annaly Capital Management worth $421K as of Q2 2026.
  • Samalin Investment Counsel sold 6,044 Annaly Capital Management shares in Q2 2026, an estimated $133K.
  • Annaly Capital Management made up 0.13% of Samalin Investment Counsel's portfolio in Q2 2026, its #191 holding.
  • Samalin Investment Counsel first reported a position in Annaly Capital Management in Q4 2019 and has held it in 25 quarters since.
  • Samalin Investment Counsel's Annaly Capital Management position peaked at $693K in Q4 2025.
  • 282 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.