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Creative Planning NLY-PJ Position History
Annaly Capital Management, Inc. • Financial Services
Quarters held
8
Latest value
$4.1M
Q3 2026
Peak value
$15.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $106K |
| Q3 2025 | $15.1M |
| Q4 2025 | $3.2M |
| Q1 2026 | $3.1M |
| Q2 2026 | $143K |
| Q2 2026 | $3.2M |
| Q3 2026 | $120K |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 218.1K | — | — |
| Q3 2026 | $120K | 6.3K | — | — |
| Q2 2026 | $3.2M | 141.5K | — | — |
| Q2 2026 | $143K | 6.4K | — | — |
| Q1 2026 | $3.1M | 148.0K | — | — |
| Q4 2025 | $3.2M | 141.0K | — | — |
| Q3 2025 | $15.1M | 748.4K | — | — |
| Q3 2025 | $106K | 5.2K | — | — |
Other funds holding NLY-PJ
$1.3B
$1.1B
$1.1B
$1.1B
$679.5M
$679.5M
$628.8M