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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
Q2 		$398K Buy
17,214
+503
+3% +$11.1K 0.01% 931
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 $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

Caprock Group's NLY Position: Q2 2026 in Review

Caprock Group increased its Annaly Capital Management (NLY) stake by 3% in Q2 2026, buying an estimated $11.1K and bringing the position to 17,214 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #931.

Caprock Group first reported a position in NLY in Q2 2017 and has held it in 10 quarters since. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Caprock Group held 17,214 shares of Annaly Capital Management worth $398K as of Q2 2026.
  • Caprock Group bought 503 Annaly Capital Management shares in Q2 2026, an estimated $11.1K.
  • Annaly Capital Management made up 0.01% of Caprock Group's portfolio in Q2 2026, its #931 holding.
  • Caprock Group first reported a position in Annaly Capital Management in Q2 2017 and has held it in 10 quarters since.
  • 789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.