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Annaly Capital Management shares owned by Core Wealth Advisors

Quarter-by-quarter ownership of Annaly Capital Management (NLY) shares owned by Core Wealth Advisors from 13F filings

Historical chart of Core Wealth Advisors investment in Annaly Capital Management

Tip: Access up to 7 years of quarterly data

All positions including Annaly Capital Management held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Annaly Capital Management by Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $8.5k 450 18.81
2023-06-30 $9.0k 450 20.01
2023-03-31 $8.6k 450 19.11
2022-12-31 $9.5k 450 21.08
2022-09-30 $13k 775 16.77

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Ishares Tr Core S&p500 Etf (IVV)
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Diversifid Crp (KORP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Caterpillar (CAT)
UnitedHealth (UNH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Merck & Co (MRK)

View all positions for Core Wealth Advisors

Top funds holding Annaly Capital Management

Vanguard Group
Allspring Global Investments Holdings
Balyasny Asset Management
Norges Bank Investment Management
Bank of New York Mellon
Legal & General Group
Charles Schwab Investment Management
LSV Asset Management
Ubs Global Asset Management Americas
Citadel Advisors
Jpmorgan Chase & Co
Bank of America Corporation
Principal Financial Group
Van Eck Associates Corp.
Victory Capital Management

View all funds holding Annaly Capital Management