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

Strategic 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 Q1	$38.9K	Buy	1,841 +8	+0.4%	+$182	﹤0.01%	557
2025 Q4	$41K	Buy	1,833 +1,832	+183,200%	+$39.9K	﹤0.01%	553
2025 Q3	$20	Hold	1	–	–	﹤0.01%	1304
2025 Q2	$19	Buy	+1	New	+$19	﹤0.01%	1133
2022 Q4	–	Sell	-21,734	Closed	-$373K	–	280
2022 Q3	$373K	Sell	21,734 -93,041	-81%	-$2.34M	0.08%	196
2022 Q2	$2.71M	Sell	114,775 -3,107	-3%	-$80.5K	0.59%	55
2022 Q1	$3.32M	Sell	117,882 -6,657	-5%	-$198K	0.65%	40
2021 Q4	$3.9M	Buy	+124,539	New	+$4.19M	0.74%	40
2019 Q4	–	Sell	-225	Closed	-$7	–	374
2019 Q3	$7	Buy	+225	New	+$8.11K	﹤0.01%	612

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

Strategic Wealth Partners's NLY Position: Q1 2026 in Review

Strategic Wealth Partners increased its Annaly Capital Management (NLY) stake by 0.44% in Q1 2026, buying an estimated $182 and bringing the position to 1,841 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Strategic Wealth Partners first reported a position in NLY in Q3 2019 and has held it in 9 quarters since. The position peaked at $3.9M in Q4 2021. 770 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Strategic Wealth Partners held 1,841 shares of Annaly Capital Management worth $38.9K as of Q1 2026.
Strategic Wealth Partners bought 8 Annaly Capital Management shares in Q1 2026, an estimated $182.
Annaly Capital Management made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #557 holding.
Strategic Wealth Partners first reported a position in Annaly Capital Management in Q3 2019 and has held it in 9 quarters since.
Strategic Wealth Partners's Annaly Capital Management position peaked at $3.9M in Q4 2021.
770 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.