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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s NLY Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Annaly Capital Management (NLY) stake by 10% in Q1 2026, buying an estimated $124K and bringing the position to 59,118 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #367.

Wealthspire Advisors (New York) first reported a position in NLY in Q4 2021 and has held it in 5 quarters since. 771 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Wealthspire Advisors (New York) held 59,118 shares of Annaly Capital Management worth $1.25M as of Q1 2026.
Wealthspire Advisors (New York) bought 5,462 Annaly Capital Management shares in Q1 2026, an estimated $124K.
Annaly Capital Management made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #367 holding.
Wealthspire Advisors (New York) first reported a position in Annaly Capital Management in Q4 2021 and has held it in 5 quarters since.
771 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.