Bramshill Investments, LLC NLY — ANNALY CAPITAL MANAGEMENT IN

Ownership history in Bramshill Investments, LLC  ·  36 quarters on record

AI Ownership Summary

Bramshill Investments, LLC reported ANNALY CAPITAL MANAGEMENT IN (NLY) in 36 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.24% in 2024 Q3. The latest visible filing shows NLY at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bramshill Investments, LLC's position in ANNALY CAPITAL MANAGEMENT IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NLY was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NLY stock page Bramshill Investments, LLC fund profile Bramshill Investments, LLC full holdings
How Bramshill Investments, LLC held NLY — position size vs. price
% of Fund (quarterly)    NLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 105,834 -714 -0.7% 0.19% $2.2M 2026-05-15 $21.68
2025 Q4 REDUCED — — — 106,548 -736 -0.7% 0.13% $2.4M 2026-02-17 $22.22
2025 Q3 ADDED — — — 107,284 +33,184 +44.8% 0.15% $2.2M 2025-11-14 $20.30
2025 Q2 REDUCED — — — 74,100 -156 -0.2% 0.15% $1.4M 2025-08-14 $18.88
2025 Q1 REDUCED — — — 74,256 -3,360 -4.3% 0.15% $1.5M 2025-05-15 $17.22
2024 Q4 REDUCED 29.8% +14.8% ❌ 77,616 -32,925 -29.8% 0.22% $1.4M 2025-02-14 $17.92
2024 Q3 ADDED — — — 110,541 +14,412 +15.0% 0.24% $2.2M 2024-11-13 $15.98
2024 Q2 REDUCED — — — 96,129 -3,300 -3.3% 0.20% $1.8M 2024-08-14 $15.69
2024 Q1 REDUCED 34.0% -2.0% ✅ 99,429 -51,329 -34.0% 0.23% $2.0M 2024-05-15 $15.56
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NLY

As of 2026 Q1 — sorted by position size

Penn Mutual Asset Management 3Y 7Y 19.24% Wright Wealth LLC 4.06% Dupree Financial Group, LLC 4.04% Sullivan Wood Capital Management LLC 2.39% Smith Asset Management Co., LLC 2.29% GraniteShares Advisors LLC 3Y 1.6% Collar Capital Management, LLC 1.43% Key Client Fiduciary Advisors, LLC 3Y 1.39% IBEX WEALTH ADVISORS 3Y 7Y 1.32% Audent Global Asset Management, LLC 3Y 1.26%

FAQ About Bramshill Investments, LLC and NLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bramshill Investments, LLC reported owning NLY?

Bramshill Investments, LLC reported NLY across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported NLY position in Bramshill Investments, LLC's portfolio?

The largest reported portfolio weight for NLY was 0.24% in 2024 Q3.

What is the latest reported NLY position on this page?

The most recent filing on this page is 2026 Q1, when Bramshill Investments, LLC reported 105,834 shares, equal to 0.19% of portfolio, with an estimated market value of $2.2M.

What does the chart on this NLY ownership page compare?

The chart compares Bramshill Investments, LLC's quarterly NLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bramshill Investments, LLC time their NLY position?

Based on 13F filing dates vs. subsequent NLY price moves, Bramshill Investments, LLC correctly timed 14 out of 34 reported position changes (41%). The annualised alpha on NLY relative to SPY over the holding period was -10.3%.

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