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Caprock Group’s Annaly Capital Management NLY Stock Holding History

Caprock 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
Q1 		$365K Buy
16,711
+3,574
+27% +$81.4K 0.01% 853
2025
Q4 		$303K Buy
+13,137
New +$286K 0.01% 992
2022
Q3 		– Sell
-3,521
Closed -$86K – 600
2022
Q2 		$86K Buy
+3,521
New +$91.2K 0.01% 541
2018
Q4 		– Sell
-3,345
Closed -$138K – 388
2018
Q3 		$138K Sell
3,345
-1,273
-28% -$53.3K 0.03% 386
2018
Q2 		$196K Hold
4,618
– – 0.04% 407
2018
Q1 		$198K Hold
4,618
– – 0.04% 404
2017
Q4 		$214K Buy
4,618
+1,763
+62% +$83.7K 0.04% 409
2017
Q3 		$143K Sell
2,855
-225
-7% -$11K 0.03% 422
2017
Q2 		$152K Buy
+3,080
New +$145K 0.03% 398

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

Caprock Group's NLY Position: Q1 2026 in Review

Caprock Group increased its Annaly Capital Management (NLY) stake by 27% in Q1 2026, buying an estimated $81.4K and bringing the position to 16,711 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #853.

Caprock Group first reported a position in NLY in Q2 2017 and has held it in 9 quarters since. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Caprock Group held 16,711 shares of Annaly Capital Management worth $365K as of Q1 2026.
  • Caprock Group bought 3,574 Annaly Capital Management shares in Q1 2026, an estimated $81.4K.
  • Annaly Capital Management made up 0.01% of Caprock Group's portfolio in Q1 2026, its #853 holding.
  • Caprock Group first reported a position in Annaly Capital Management in Q2 2017 and has held it in 9 quarters since.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.