Atlas Capital Advisors’s Annaly Capital Management NLY Stock Holding History

Atlas 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 Q2	$40.9K	Sell	1,829 -199	-10%	-$4.39K	﹤0.01%	758
2026 Q1	$42.9K	Buy	2,028 +378	+23%	+$8.61K	﹤0.01%	669
2025 Q4	$36.9K	Buy	+1,650	New	+$35.9K	﹤0.01%	659
2025 Q2	–	Sell	-17,089	Closed	-$347K	–	981
2025 Q1	$347K	Buy	+17,089	New	+$352K	0.04%	319
2022 Q1	–	Sell	-1,750	Closed	-$54.7K	–	949
2021 Q4	$54.7K	Hold	1,750	–	–	0.01%	519
2021 Q3	$58.9K	Hold	1,750	–	–	0.01%	503
2021 Q2	$62.2K	Buy	+1,750	New	+$63.6K	0.01%	512
2021 Q1	–	Sell	-1,750	Closed	-$59.1K	–	819
2020 Q4	$59.1K	Buy	+1,750	New	+$54.2K	0.01%	454
2020 Q3	–	Sell	-1,750	Closed	-$45.9K	–	489
2020 Q2	$45.9K	Buy	+1,750	New	+$43.2K	0.01%	489

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atlas Capital Advisors's NLY Position: Q2 2026 in Review

Atlas Capital Advisors reduced its Annaly Capital Management (NLY) stake by 9.8% in Q2 2026, selling an estimated $4.39K and leaving 1,829 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Atlas Capital Advisors first reported a position in NLY in Q2 2020 and has held it in 9 quarters since. The position peaked at $347K in Q1 2025. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Atlas Capital Advisors held 1,829 shares of Annaly Capital Management worth $40.9K as of Q2 2026.
Atlas Capital Advisors sold 199 Annaly Capital Management shares in Q2 2026, an estimated $4.39K.
Annaly Capital Management made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #758 holding.
Atlas Capital Advisors first reported a position in Annaly Capital Management in Q2 2020 and has held it in 9 quarters since.
Atlas Capital Advisors's Annaly Capital Management position peaked at $347K in Q1 2025.
784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.