Cerity Partners
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Cerity Partners’s Annaly Capital Management NLY Stock Holding History

Cerity Partners’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 		$1.97M Sell
87,969
-13,922
-14% -$307K ﹤0.01% 1604
2026
Q1 		$2.16M Buy
101,891
+5,694
+6% +$130K ﹤0.01% 1449
2025
Q4 		$2.15M Buy
96,197
+21,787
+29% +$474K ﹤0.01% 1345
2025
Q3 		$1.5M Buy
74,410
+50,329
+209% +$1.04M ﹤0.01% 1417
2025
Q2 		$453K Buy
24,081
+2,043
+9% +$38.8K ﹤0.01% 1916
2025
Q1 		$448K Sell
22,038
-2,044
-8% -$42.1K ﹤0.01% 1827
2024
Q4 		$454K Sell
24,082
-10,914
-31% -$213K ﹤0.01% 1819
2024
Q3 		$702K Buy
34,996
+12,952
+59% +$259K ﹤0.01% 1594
2024
Q2 		$420K Buy
22,044
+2,127
+11% +$41.3K ﹤0.01% 1624
2024
Q1 		$392K Buy
19,917
+9,174
+85% +$177K ﹤0.01% 1723
2023
Q4 		$208K Sell
10,743
-8,460
-44% -$151K ﹤0.01% 1701
2023
Q3 		$361K Sell
19,203
-867
-4% -$17.2K ﹤0.01% 1086
2023
Q2 		$402K Buy
20,070
+3,125
+18% +$60.7K ﹤0.01% 1279
2023
Q1 		$324K Buy
16,945
+1,030
+6% +$21.7K ﹤0.01% 1499
2022
Q4 		$336K Buy
+15,915
New +$313K ﹤0.01% 1102
2022
Q3 		– Sell
-9,704
Closed -$229K – 1232
2022
Q2 		$229K Buy
9,704
+3,249
+50% +$84.2K ﹤0.01% 1025
2022
Q1 		$182K Buy
6,455
+1,287
+25% +$38.3K ﹤0.01% 872
2021
Q4 		$161K Buy
5,168
+1,289
+33% +$43.3K ﹤0.01% 949
2021
Q3 		$131K Buy
+3,879
New +$134K ﹤0.01% 663
2020
Q2 		– Sell
-5,515
Closed -$112K – 471
2020
Q1 		$112K Sell
5,515
-15
-0.3% -$528 0.01% 422
2019
Q4 		$208K Buy
+5,530
New +$202K 0.01% 497

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 $3.38T AUM 44.17% 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

Cerity Partners's NLY Position: Q2 2026 in Review

Cerity Partners reduced its Annaly Capital Management (NLY) stake by 14% in Q2 2026, selling an estimated $307K and leaving 87,969 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

Cerity Partners first reported a position in NLY in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.16M in Q1 2026. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Cerity Partners held 87,969 shares of Annaly Capital Management worth $1.97M as of Q2 2026.
  • Cerity Partners sold 13,922 Annaly Capital Management shares in Q2 2026, an estimated $307K.
  • Annaly Capital Management made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1604 holding.
  • Cerity Partners first reported a position in Annaly Capital Management in Q4 2019 and has held it in 21 quarters since.
  • Cerity Partners's Annaly Capital Management position peaked at $2.16M in Q1 2026.
  • 792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.