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Atria Investments’s Annaly Capital Management NLY Stock Holding History

Atria Investments’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 		$406K Sell
19,186
-682
-3% -$15.5K ﹤0.01% 1561
2025
Q4 		$444K Sell
19,868
-1,897
-9% -$41.3K 0.01% 1515
2025
Q3 		$440K Buy
21,765
+2,520
+13% +$52.3K 0.01% 1494
2025
Q2 		$362K Sell
19,245
-1,328
-6% -$25.3K ﹤0.01% 1597
2025
Q1 		$418K Buy
+20,573
New +$423K 0.01% 1449
2019
Q2 		– Sell
-8,100
Closed -$2.71M – 1047
2019
Q1 		$2.71M Buy
+8,100
New +$331K 0.11% 163

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Atria Investments's NLY Position: Q1 2026 in Review

Atria Investments reduced its Annaly Capital Management (NLY) stake by 3.4% in Q1 2026, selling an estimated $15.5K and leaving 19,186 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Atria Investments first reported a position in NLY in Q1 2019 and has held it in 6 quarters since. The position peaked at $2.71M in Q1 2019. 769 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Atria Investments held 19,186 shares of Annaly Capital Management worth $406K as of Q1 2026.
  • Atria Investments sold 682 Annaly Capital Management shares in Q1 2026, an estimated $15.5K.
  • Annaly Capital Management made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1561 holding.
  • Atria Investments first reported a position in Annaly Capital Management in Q1 2019 and has held it in 6 quarters since.
  • Atria Investments's Annaly Capital Management position peaked at $2.71M in Q1 2019.
  • 769 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.