Wealthspire Advisors (New York)’s Annaly Capital Management NLY Stock Holding History

Wealthspire Advisors (New York)’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	$1.19M	Sell	53,368 -5,750	-10%	-$127K	0.01%	522
2026 Q1	$1.25M	Buy	59,118 +5,462	+10%	+$124K	0.01%	367
2025 Q4	$1.2M	Buy	53,656 +2,794	+5%	+$60.8K	0.01%	392
2025 Q3	$1.03M	Buy	50,862 +22,248	+78%	+$461K	0.01%	387
2025 Q2	$539K	Buy	+28,614	New	+$544K	﹤0.01%	524
2022 Q1	–	Sell	-7,367	Closed	-$230K	–	511
2021 Q4	$230K	Buy	+7,367	New	+$248K	0.01%	491

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s NLY Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Annaly Capital Management (NLY) stake by 9.7% in Q2 2026, selling an estimated $127K and leaving 53,368 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #522.

Wealthspire Advisors (New York) first reported a position in NLY in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.25M in Q1 2026. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Wealthspire Advisors (New York) held 53,368 shares of Annaly Capital Management worth $1.19M as of Q2 2026.
Wealthspire Advisors (New York) sold 5,750 Annaly Capital Management shares in Q2 2026, an estimated $127K.
Annaly Capital Management made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #522 holding.
Wealthspire Advisors (New York) first reported a position in Annaly Capital Management in Q4 2021 and has held it in 6 quarters since.
Wealthspire Advisors (New York)'s Annaly Capital Management position peaked at $1.25M in Q1 2026.
792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.