SIA
NLY icon

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
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 $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

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

Soltis Investment Advisors increased its Annaly Capital Management (NLY) stake by 32% in Q1 2026, buying an estimated $82.4K and bringing the position to 14,906 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #434.

Soltis Investment Advisors first reported a position in NLY in Q4 2019 and has held it in 18 quarters since. The position peaked at $913K in Q2 2021. 769 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Soltis Investment Advisors held 14,906 shares of Annaly Capital Management worth $315K as of Q1 2026.
  • Soltis Investment Advisors bought 3,619 Annaly Capital Management shares in Q1 2026, an estimated $82.4K.
  • Annaly Capital Management made up 0.02% of Soltis Investment Advisors's portfolio in Q1 2026, its #434 holding.
  • Soltis Investment Advisors first reported a position in Annaly Capital Management in Q4 2019 and has held it in 18 quarters since.
  • Soltis Investment Advisors's Annaly Capital Management position peaked at $913K in Q2 2021.
  • 769 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.