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Coastwise Capital Group’s Annaly Capital Management NLY Stock Holding History

Coastwise Capital 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 		$209K Buy
+9,339
New +$206K 0.12% 137
2026
Q1 		– Sell
-10,199
Closed -$228K – 134
2025
Q4 		$228K Buy
10,199
+195
+2% +$4.25K 0.11% 138
2025
Q3 		$202K Sell
10,004
-675
-6% -$14K 0.14% 127
2025
Q2 		$201K Sell
10,679
-2,114
-17% -$40.2K 0.16% 121
2025
Q1 		$260K Sell
12,793
-541
-4% -$11.1K 0.22% 107
2024
Q4 		$244K Sell
13,334
-142
-1% -$2.77K 0.2% 111
2024
Q3 		$270K Buy
13,476
+1,611
+14% +$32.3K 0.22% 101
2024
Q2 		$226K Sell
11,865
-2,002
-14% -$38.9K 0.22% 99
2024
Q1 		$273K Buy
13,867
+124
+0.9% +$2.39K 0.25% 92
2023
Q4 		$266K Sell
13,743
-177
-1% -$3.16K 0.27% 89
2023
Q3 		$262K Sell
13,920
-1,546
-10% -$30.7K 0.3% 89
2023
Q2 		$309K Buy
+15,466
New +$300K 0.35% 81
2022
Q4 		– Sell
-16,069
Closed -$276K – 108
2022
Q3 		$276K Sell
16,069
-202
-1% -$5.09K 0.44% 71
2022
Q2 		$385K Buy
16,271
+615
+4% +$15.9K 0.47% 64
2022
Q1 		$441K Buy
+15,656
New +$465K 0.55% 56

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

Coastwise Capital Group's NLY Position: Q2 2026 in Review

Coastwise Capital Group opened a new position in Annaly Capital Management (NLY) in Q2 2026: 9,339 shares worth $209K. The stake represents 0.12% of the portfolio and ranks #137 among its holdings. This is a return to the name: Coastwise Capital Group previously reported a position in NLY as recently as Q4 2025.

Coastwise Capital Group first reported a position in NLY in Q1 2022 and has held it in 15 quarters since. The position peaked at $441K in Q1 2022. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Coastwise Capital Group held 9,339 shares of Annaly Capital Management worth $209K as of Q2 2026.
  • Annaly Capital Management was a new Coastwise Capital Group position in Q2 2026.
  • Annaly Capital Management made up 0.12% of Coastwise Capital Group's portfolio in Q2 2026, its #137 holding.
  • Coastwise Capital Group first reported a position in Annaly Capital Management in Q1 2022 and has held it in 15 quarters since.
  • Coastwise Capital Group's Annaly Capital Management position peaked at $441K in Q1 2022.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.