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Essential Partners’s Annaly Capital Management NLY Stock Holding History

Essential 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 		$37.7K Sell
1,686
-946
-36% -$20.9K 0.02% 686
2026
Q1 		$55.7K Sell
2,632
-3,043
-54% -$69.3K 0.02% 573
2025
Q4 		$127K Buy
5,675
+5,183
+1,053% +$113K 0.04% 391
2025
Q3 		$9.94K Buy
492
+395
+407% +$8.19K ﹤0.01% 1159
2025
Q2 		$1.83K Buy
+97
New +$1.84K ﹤0.01% 1341

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

Essential Partners's NLY Position: Q2 2026 in Review

Essential Partners reduced its Annaly Capital Management (NLY) stake by 36% in Q2 2026, selling an estimated $20.9K and leaving 1,686 shares worth $37.7K. The position accounts for 0.02% of the portfolio, ranked #686.

Essential Partners first reported a position in NLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $127K in Q4 2025. 787 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Essential Partners held 1,686 shares of Annaly Capital Management worth $37.7K as of Q2 2026.
  • Essential Partners sold 946 Annaly Capital Management shares in Q2 2026, an estimated $20.9K.
  • Annaly Capital Management made up 0.02% of Essential Partners's portfolio in Q2 2026, its #686 holding.
  • Essential Partners first reported a position in Annaly Capital Management in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Annaly Capital Management position peaked at $127K in Q4 2025.
  • 787 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.