CX Institutional’s Annaly Capital Management NLY Stock Holding History

CX Institutional’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 Q3	$2K	Sell	115 -974	-89%	-$21.9K	﹤0.01%	1571
2026 Q2	$24K	Sell	1,089 -2,221	-67%	-$49K	﹤0.01%	1134
2026 Q1	$70K	Buy	3,310 +567	+21%	+$12.9K	﹤0.01%	916
2025 Q4	$61K	Sell	2,743 -582	-18%	-$12.7K	﹤0.01%	939
2025 Q3	$67K	Buy	+3,325	New	+$69K	﹤0.01%	895
2021 Q4	–	Sell	-158	Closed	-$5K	–	723
2021 Q3	$5K	Sell	158 -39	-20%	-$1.34K	﹤0.01%	867
2021 Q2	$7K	Buy	197 +1	+0.5%	+$36	﹤0.01%	855
2021 Q1	$7K	Buy	+196	New	+$6.64K	﹤0.01%	789

Other funds holding NLY

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

CX Institutional's NLY Position: Q3 2026 in Review

CX Institutional reduced its Annaly Capital Management (NLY) stake by 89% in Q3 2026, selling an estimated $21.9K and leaving 115 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

CX Institutional first reported a position in NLY in Q1 2021 and has held it in 8 quarters since. The position peaked at $70K in Q1 2026. 194 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

CX Institutional held 115 shares of Annaly Capital Management worth $2K as of Q3 2026.
CX Institutional sold 974 Annaly Capital Management shares in Q3 2026, an estimated $21.9K.
Annaly Capital Management made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1571 holding.
CX Institutional first reported a position in Annaly Capital Management in Q1 2021 and has held it in 8 quarters since.
CX Institutional's Annaly Capital Management position peaked at $70K in Q1 2026.
194 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.