EI
NLY icon

Ethic Inc’s Annaly Capital Management NLY Stock Holding History

Ethic Inc’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 		$2.7M Buy
120,923
+2,169
+2% +$47.9K 0.03% 428
2026
Q1 		$2.51M Sell
118,754
-6,966
-6% -$159K 0.04% 405
2025
Q4 		$2.81M Buy
125,720
+19,327
+18% +$421K 0.04% 385
2025
Q3 		$2.15M Buy
106,393
+20,162
+23% +$418K 0.04% 429
2025
Q2 		$1.67M Buy
86,231
+31,383
+57% +$597K 0.03% 479
2025
Q1 		$1.1M Buy
54,848
+800
+1% +$16.5K 0.02% 577
2024
Q4 		$989K Buy
54,048
+1,544
+3% +$30.2K 0.02% 610
2024
Q3 		$1.03M Buy
52,504
+6,129
+13% +$123K 0.03% 566
2024
Q2 		$884K Sell
46,375
-6,129
-12% -$119K 0.02% 600
2024
Q1 		$1.03M Buy
52,504
+12,898
+33% +$249K 0.03% 566
2023
Q4 		$767K Sell
39,606
-17,912
-31% -$320K 0.02% 616
2023
Q3 		$1.08M Buy
57,518
+2,136
+4% +$42.5K 0.04% 456
2023
Q2 		$1.11M Sell
55,382
-6,610
-11% -$128K 0.04% 424
2023
Q1 		$1.18M Buy
61,992
+48,505
+360% +$1.02M 0.05% 402
2022
Q4 		$284K Buy
13,487
+2,633
+24% +$51.8K 0.02% 734
2022
Q3 		$186K Buy
10,854
+4,193
+63% +$106K 0.01% 749
2022
Q2 		$157K Buy
6,661
+4,125
+163% +$107K 0.01% 727
2022
Q1 		$71K Buy
+2,536
New +$75.4K ﹤0.01% 729
2021
Q1 		– Sell
-5,227
Closed -$177K – 498
2020
Q4 		$177K Buy
5,227
+1,584
+43% +$49K 0.05% 398
2020
Q3 		$104K Buy
3,643
+513
+16% +$14.9K 0.04% 329
2020
Q2 		$82K Buy
+3,130
New +$77.3K 0.05% 267

Other funds holding NLY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ethic Inc's NLY Position: Q2 2026 in Review

Ethic Inc increased its Annaly Capital Management (NLY) stake by 1.8% in Q2 2026, buying an estimated $47.9K and bringing the position to 120,923 shares worth $2.7M. The position accounts for 0.03% of the portfolio, ranked #428.

Ethic Inc first reported a position in NLY in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.81M in Q4 2025. 284 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Ethic Inc held 120,923 shares of Annaly Capital Management worth $2.7M as of Q2 2026.
  • Ethic Inc bought 2,169 Annaly Capital Management shares in Q2 2026, an estimated $47.9K.
  • Annaly Capital Management made up 0.03% of Ethic Inc's portfolio in Q2 2026, its #428 holding.
  • Ethic Inc first reported a position in Annaly Capital Management in Q2 2020 and has held it in 21 quarters since.
  • Ethic Inc's Annaly Capital Management position peaked at $2.81M in Q4 2025.
  • 284 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.