Western Wealth Management’s Annaly Capital Management NLY Stock Holding History

Western Wealth 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	$202K	Buy	9,548 +278	+3%	+$6.33K	0.01%	923
2025 Q4	$207K	Buy	+9,270	New	+$202K	0.01%	796
2025 Q2	–	Sell	-13,584	Closed	-$276K	–	741
2025 Q1	$276K	Buy	13,584 +39	+0.3%	+$803	0.02%	554
2024 Q4	$248K	Sell	13,545 -16,528	-55%	-$323K	0.02%	577
2024 Q3	$604K	Buy	30,073 +16,604	+123%	+$333K	0.03%	412
2024 Q2	$257K	Buy	13,469 +38	+0.3%	+$738	0.02%	542
2024 Q1	$264K	Sell	13,431 -24,239	-64%	-$467K	0.02%	543
2023 Q4	$730K	Sell	37,670 -3,334	-8%	-$59.5K	0.05%	336
2023 Q3	$771K	Buy	41,004 +1,571	+4%	+$31.2K	0.07%	300
2023 Q2	$789K	Sell	39,433 -5,361	-12%	-$104K	0.07%	280
2023 Q1	$856K	Buy	44,794 +4,344	+11%	+$91.6K	0.08%	262
2022 Q4	$853K	Sell	40,450 -25,743	-39%	-$507K	0.09%	252
2022 Q3	$1.17M	Sell	66,193 -7,415	-10%	-$187K	0.07%	273
2022 Q2	$1.76M	Sell	73,608 -1,390	-2%	-$36K	0.1%	202
2022 Q1	$2.11M	Buy	74,998 +50,135	+202%	+$1.49M	0.1%	198
2021 Q4	$780K	Buy	+24,863	New	+$836K	0.08%	244
2021 Q2	$1.01M	Buy	28,313 +135	+0.5%	+$4.9K	0.1%	204
2021 Q1	$969K	Sell	28,178 -3,227	-10%	-$109K	0.13%	167
2020 Q4	$1.06M	Sell	31,405 -335	-1%	-$10.4K	0.16%	150
2020 Q3	$904K	Sell	31,740 -957	-3%	-$27.7K	0.15%	157
2020 Q2	$863K	Sell	32,697 -2,926	-8%	-$72.3K	0.16%	146
2020 Q1	$723K	Sell	35,623 -2,746	-7%	-$96.6K	0.17%	138
2019 Q4	$1.45M	Sell	38,369 -2,243	-6%	-$81.8K	0.22%	107
2019 Q3	$1.43M	Sell	40,612 -1,348	-3%	-$48.6K	0.3%	82
2019 Q2	$1.53M	Sell	41,960 -63	-0.1%	-$2.4K	0.2%	100
2019 Q1	$1.68M	Buy	42,023 +2,773	+7%	+$113K	0.37%	62
2018 Q4	$1.54M	Buy	+39,250	New	+$1.57M	0.42%	51

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

Western Wealth Management's NLY Position: Q1 2026 in Review

Western Wealth Management increased its Annaly Capital Management (NLY) stake by 3% in Q1 2026, buying an estimated $6.33K and bringing the position to 9,548 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #923.

Western Wealth Management first reported a position in NLY in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.11M in Q1 2022. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Western Wealth Management held 9,548 shares of Annaly Capital Management worth $202K as of Q1 2026.
Western Wealth Management bought 278 Annaly Capital Management shares in Q1 2026, an estimated $6.33K.
Annaly Capital Management made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #923 holding.
Western Wealth Management first reported a position in Annaly Capital Management in Q4 2018 and has held it in 27 quarters since.
Western Wealth Management's Annaly Capital Management position peaked at $2.11M in Q1 2022.
768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.