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

Soltis 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 		$455K Buy
20,336
+5,430
+36% +$120K 0.03% 378
2026
Q1 		$315K Buy
14,906
+3,619
+32% +$82.4K 0.02% 434
2025
Q4 		$252K Buy
+11,287
New +$246K 0.02% 440
2025
Q2 		– Sell
-10,932
Closed -$222K – 405
2025
Q1 		$222K Buy
+10,932
New +$225K 0.02% 338
2023
Q3 		– Sell
-10,599
Closed -$212K – 274
2023
Q2 		$212K Buy
10,599
+343
+3% +$6.66K 0.02% 246
2023
Q1 		$196K Sell
10,256
-18,916
-65% -$399K 0.02% 248
2022
Q4 		$615K Buy
29,172
+504
+2% +$9.92K 0.08% 154
2022
Q3 		$492K Buy
28,668
+1,601
+6% +$40.3K 0.07% 162
2022
Q2 		$640K Buy
27,067
+128
+0.5% +$3.32K 0.09% 149
2022
Q1 		$759K Buy
26,939
+102
+0.4% +$3.03K 0.11% 142
2021
Q4 		$839K Buy
26,837
+440
+2% +$14.8K 0.12% 135
2021
Q3 		$889K Buy
26,397
+697
+3% +$24K 0.14% 122
2021
Q2 		$913K Buy
25,700
+21,038
+451% +$764K 0.14% 118
2021
Q1 		$160K Buy
4,662
+1,711
+58% +$58K 0.03% 209
2020
Q4 		$100K Sell
2,951
-30
-1% -$928 0.02% 214
2020
Q3 		$85K Buy
2,981
+30
+1% +$868 0.02% 197
2020
Q2 		$77K Sell
2,951
-53
-2% -$1.31K 0.02% 179
2020
Q1 		$61K Buy
3,004
+53
+2% +$1.86K 0.02% 159
2019
Q4 		$111K Buy
+2,951
New +$108K 0.02% 149

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 $3.38T AUM 44.17% 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

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

Soltis Investment Advisors increased its Annaly Capital Management (NLY) stake by 36% in Q2 2026, buying an estimated $120K and bringing the position to 20,336 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #378.

Soltis Investment Advisors first reported a position in NLY in Q4 2019 and has held it in 19 quarters since. The position peaked at $913K in Q2 2021. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Soltis Investment Advisors held 20,336 shares of Annaly Capital Management worth $455K as of Q2 2026.
  • Soltis Investment Advisors bought 5,430 Annaly Capital Management shares in Q2 2026, an estimated $120K.
  • Annaly Capital Management made up 0.03% of Soltis Investment Advisors's portfolio in Q2 2026, its #378 holding.
  • Soltis Investment Advisors first reported a position in Annaly Capital Management in Q4 2019 and has held it in 19 quarters since.
  • Soltis Investment Advisors's Annaly Capital Management position peaked at $913K in Q2 2021.
  • 792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.