ShoreHaven Wealth Partners’s Annaly Capital Management NLY Stock Holding History

ShoreHaven Wealth Partners’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	$380K	Hold	17,000	–	–	0.12%	79
2026 Q1	$360K	Hold	17,000	–	–	0.13%	82
2025 Q4	$380K	Hold	17,000	–	–	0.14%	78
2025 Q3	$344K	Hold	17,000	–	–	0.13%	80
2025 Q2	$320K	Hold	17,000	–	–	0.13%	74
2025 Q1	$345K	Buy	17,000 +7,000	+70%	+$144K	0.17%	69
2024 Q4	$183K	Hold	10,000	–	–	0.09%	87
2024 Q3	$201K	Hold	10,000	–	–	0.1%	82
2024 Q2	$191K	Hold	10,000	–	–	0.1%	77
2024 Q1	$197K	Hold	10,000	–	–	0.11%	78
2023 Q4	$194K	Hold	10,000	–	–	0.12%	75
2023 Q3	$188K	Hold	10,000	–	–	0.13%	72
2023 Q2	$200K	Sell	10,000 -103	-1%	-$2K	0.13%	68
2023 Q1	$193K	Buy	10,103 +4	+0%	+$84	0.14%	69
2022 Q4	$213K	Buy	10,099 +4	+0%	+$79	0.15%	72
2022 Q3	$173K	Buy	10,095 +2	+0%	+$50	0.13%	65
2022 Q2	$238K	Buy	10,093 +3	+0%	+$78	0.17%	64
2022 Q1	$284K	Buy	10,090 +5,003	+98%	+$149K	0.15%	54
2021 Q4	$159K	Buy	5,087 +2	+0%	+$67	0.08%	51
2021 Q3	$171K	Buy	5,085 +2,531	+99%	+$87.1K	0.09%	48
2021 Q2	$90K	Buy	2,554 +29	+1%	+$1.05K	0.05%	51
2021 Q1	$87K	Sell	2,525 -477	-16%	-$16.2K	0.05%	92
2020 Q4	$101K	Buy	+3,002	New	+$92.9K	0.06%	75

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ShoreHaven Wealth Partners's NLY Position: Q2 2026 in Review

ShoreHaven Wealth Partners held its Annaly Capital Management (NLY) position steady in Q2 2026 at 17,000 shares worth $380K. The position accounts for 0.12% of the portfolio, ranked #79.

ShoreHaven Wealth Partners first reported a position in NLY in Q4 2020 and has held it in 23 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

ShoreHaven Wealth Partners held 17,000 shares of Annaly Capital Management worth $380K as of Q2 2026.
ShoreHaven Wealth Partners left its Annaly Capital Management share count unchanged in Q2 2026.
Annaly Capital Management made up 0.12% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #79 holding.
ShoreHaven Wealth Partners first reported a position in Annaly Capital Management in Q4 2020 and has held it in 23 quarters since.
784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.