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Brookwood Investment Group’s Annaly Capital Management NLY Stock Holding History

Brookwood Investment Group’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 		$615K Sell
27,486
-771
-3% -$17K 0.07% 268
2026
Q1 		$598K Sell
28,257
-1,902
-6% -$43.3K 0.07% 252
2025
Q4 		$674K Sell
30,159
-1,145
-4% -$24.9K 0.08% 230
2025
Q3 		$633K Sell
31,304
-961
-3% -$19.9K 0.08% 227
2025
Q2 		$607K Sell
32,265
-456
-1% -$8.67K 0.1% 202
2025
Q1 		$665K Buy
+32,721
New +$673K 0.11% 178

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brookwood Investment Group's NLY Position: Q2 2026 in Review

Brookwood Investment Group reduced its Annaly Capital Management (NLY) stake by 2.7% in Q2 2026, selling an estimated $17K and leaving 27,486 shares worth $615K. The position accounts for 0.07% of the portfolio, ranked #268.

Brookwood Investment Group first reported a position in NLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $674K in Q4 2025. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Brookwood Investment Group held 27,486 shares of Annaly Capital Management worth $615K as of Q2 2026.
  • Brookwood Investment Group sold 771 Annaly Capital Management shares in Q2 2026, an estimated $17K.
  • Annaly Capital Management made up 0.07% of Brookwood Investment Group's portfolio in Q2 2026, its #268 holding.
  • Brookwood Investment Group first reported a position in Annaly Capital Management in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Annaly Capital Management position peaked at $674K in Q4 2025.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.