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Angel Oak Capital Advisors’s Annaly Capital Management NLY Stock Holding History

Angel Oak Capital Advisors’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 		– Sell
-99,833
Closed -$2.23M – 37
2025
Q4 		$2.23M Hold
99,833
– – 3.24% 5
2025
Q3 		$2.02M Hold
99,833
– – 1.58% 4
2025
Q2 		$1.88M Hold
99,833
– – 2.66% 7
2025
Q1 		$2.03M Hold
99,833
– – 2.7% 6
2024
Q4 		$1.83M Buy
+99,833
New +$1.95M 2.43% 6

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Angel Oak Capital Advisors's NLY Position: Q1 2026 in Review

Angel Oak Capital Advisors sold out of Annaly Capital Management (NLY) in Q1 2026, closing a stake of 99,833 shares — an estimated $2.23M sold.

Angel Oak Capital Advisors first reported a position in NLY in Q4 2024 and held it in 5 quarters. The position peaked at $2.23M in Q4 2025. 771 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Angel Oak Capital Advisors reported no remaining Annaly Capital Management position as of Q1 2026 after selling out during the quarter.
  • Angel Oak Capital Advisors sold 99,833 Annaly Capital Management shares in Q1 2026, an estimated $2.23M.
  • Angel Oak Capital Advisors first reported a position in Annaly Capital Management in Q4 2024 and held it in 5 quarters.
  • Angel Oak Capital Advisors's Annaly Capital Management position peaked at $2.23M in Q4 2025.
  • 771 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Angel Oak Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.