Siemens Fonds Invest’s Annaly Capital Management NLY Stock Holding History

Siemens Fonds Invest’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	$2.05M	Buy	97,122 +1,234	+1%	+$28.1K	0.12%	182
2025 Q4	$2.21M	Buy	95,888 +87,478	+1,040%	+$1.9M	0.12%	175
2025 Q3	$170K	Buy	8,410 +963	+13%	+$20K	0.01%	488
2025 Q2	$140K	Buy	7,447 +1,274	+21%	+$24.2K	0.01%	507
2025 Q1	$125K	Buy	+6,173	New	+$127K	0.01%	511

Other funds holding NLY

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Siemens Fonds Invest's NLY Position: Q1 2026 in Review

Siemens Fonds Invest increased its Annaly Capital Management (NLY) stake by 1.3% in Q1 2026, buying an estimated $28.1K and bringing the position to 97,122 shares worth $2.05M. The position accounts for 0.12% of the portfolio, ranked #182.

Siemens Fonds Invest first reported a position in NLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.21M in Q4 2025. 770 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Siemens Fonds Invest held 97,122 shares of Annaly Capital Management worth $2.05M as of Q1 2026.
Siemens Fonds Invest bought 1,234 Annaly Capital Management shares in Q1 2026, an estimated $28.1K.
Annaly Capital Management made up 0.12% of Siemens Fonds Invest's portfolio in Q1 2026, its #182 holding.
Siemens Fonds Invest first reported a position in Annaly Capital Management in Q1 2025 and has held it in 5 quarters since.
Siemens Fonds Invest's Annaly Capital Management position peaked at $2.21M in Q4 2025.
770 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Siemens Fonds Invest's 13F filing for Q1 2026, filed 15 May 2026.