Wernau Asset Management’s Annaly Capital Management NLY Stock Holding History

Wernau Asset Management’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	$230K	Buy	10,874 +187	+2%	+$4.26K	0.16%	46
2025 Q4	$239K	Buy	10,687 +66	+0.6%	+$1.44K	0.13%	44
2025 Q3	$215K	Buy	10,621 +36	+0.3%	+$747	0.15%	45
2025 Q2	$199K	Sell	10,585 -931	-8%	-$17.7K	0.14%	46
2025 Q1	$234K	Sell	11,516 -1,000	-8%	-$20.6K	0.18%	47
2024 Q4	$229K	Buy	+12,516	New	+$245K	0.17%	47

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

Wernau Asset Management's NLY Position: Q1 2026 in Review

Wernau Asset Management increased its Annaly Capital Management (NLY) stake by 1.7% in Q1 2026, buying an estimated $4.26K and bringing the position to 10,874 shares worth $230K. The position accounts for 0.16% of the portfolio, ranked #46.

Wernau Asset Management first reported a position in NLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $239K in Q4 2025. 769 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Wernau Asset Management held 10,874 shares of Annaly Capital Management worth $230K as of Q1 2026.
Wernau Asset Management bought 187 Annaly Capital Management shares in Q1 2026, an estimated $4.26K.
Annaly Capital Management made up 0.16% of Wernau Asset Management's portfolio in Q1 2026, its #46 holding.
Wernau Asset Management first reported a position in Annaly Capital Management in Q4 2024 and has held it in 6 quarters since.
Wernau Asset Management's Annaly Capital Management position peaked at $239K in Q4 2025.
769 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Wernau Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.