Evergreen Capital Management’s Annaly Capital Management NLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $567K | Buy |
25,961
+9,165
| +55% | +$209K | 0.01% | 715 |
|
|
2025
Q4 | $387K | Buy |
16,796
+2,392
| +17% | +$52.1K | 0.01% | 893 |
|
|
2025
Q3 | $301K | Buy |
+14,404
| New | +$299K | 0.01% | 969 |
|
|
2025
Q2 | – | Sell |
-12,902
| Closed | -$271K | – | 1212 |
|
|
2025
Q1 | $271K | Buy |
12,902
+2,576
| +25% | +$53K | 0.01% | 810 |
|
|
2024
Q4 | $196K | Sell |
10,326
-18,138
| -64% | -$354K | 0.01% | 1003 |
|
|
2024
Q3 | $590K | Buy |
28,464
+11,686
| +70% | +$234K | 0.02% | 450 |
|
|
2024
Q2 | $331K | Buy |
16,778
+4,644
| +38% | +$90.2K | 0.01% | 627 |
|
|
2024
Q1 | $247K | Buy |
+12,134
| New | +$234K | 0.01% | 712 |
|
|
2023
Q4 | – | Sell |
-313,413
| Closed | -$6.1M | – | 881 |
|
|
2023
Q3 | $6.1M | Sell |
313,413
-42,813
| -12% | -$851K | 0.27% | 115 |
|
|
2023
Q2 | $7.36M | Buy |
356,226
+26,697
| +8% | +$519K | 0.31% | 98 |
|
|
2023
Q1 | $6.51M | Sell |
329,529
-40,019
| -11% | -$844K | 0.29% | 103 |
|
|
2022
Q4 | $8.11M | Sell |
369,548
-23,337
| -6% | -$459K | 0.38% | 77 |
|
|
2022
Q3 | $6.74M | Sell |
392,885
-152,102
| -28% | -$3.83M | 0.35% | 83 |
|
|
2022
Q2 | $13.4M | Buy |
544,987
+8,498
| +2% | +$220K | 0.69% | 34 |
|
|
2022
Q1 | $15.1M | Buy |
536,489
+220,224
| +70% | +$6.55M | 0.61% | 38 |
|
|
2021
Q4 | $9.89M | Buy |
316,265
+13,035
| +4% | +$438K | 0.4% | 69 |
|
|
2021
Q3 | $10.2M | Buy |
303,230
+27,349
| +10% | +$941K | 0.46% | 60 |
|
|
2021
Q2 | $9.8M | Buy |
275,881
+2,274
| +0.8% | +$82.6K | 0.47% | 52 |
|
|
2021
Q1 | $9.41M | Buy |
273,607
+10,176
| +4% | +$345K | 0.48% | 53 |
|
|
2020
Q4 | $8.9M | Sell |
263,431
-98,150
| -27% | -$3.04M | 0.52% | 48 |
|
|
2020
Q3 | $10.3M | Sell |
361,581
-32,333
| -8% | -$936K | 0.71% | 34 |
|
|
2020
Q2 | $10.3M | Buy |
393,914
+109,973
| +39% | +$2.72M | 0.78% | 34 |
|
|
2020
Q1 | $5.76M | Buy |
283,941
+37,052
| +15% | +$1.3M | 0.54% | 50 |
|
|
2019
Q4 | $9.3M | Sell |
246,889
-769
| -0.3% | -$28K | 0.77% | 29 |
|
|
2019
Q3 | $8.72M | Buy |
247,658
+4,444
| +2% | +$160K | 0.81% | 27 |
|
|
2019
Q2 | $8.88M | Buy |
+243,214
| New | +$9.27M | 0.85% | 23 |
|
|
2017
Q4 | – | Sell |
-5,123
| Closed | -$250K | – | 245 |
|
|
2017
Q3 | $250K | Buy |
+5,123
| New | +$251K | 0.03% | 174 |
|
|
2017
Q1 | – | Sell |
-89,163
| Closed | -$3.56M | – | 109 |
|
|
2016
Q4 | $3.56M | Buy |
89,163
+4,600
| +5% | +$187K | 0.69% | 43 |
|
|
2016
Q3 | $3.55M | Sell |
84,563
-3,167
| -4% | -$137K | 0.7% | 44 |
|
|
2016
Q2 | $3.88M | Buy |
87,730
+3,745
| +4% | +$159K | 0.84% | 36 |
|
|
2016
Q1 | $3.45M | Buy |
83,985
+5,246
| +7% | +$206K | 0.79% | 37 |
|
|
2015
Q4 | $2.95M | Buy |
78,739
+7,033
| +10% | +$274K | 0.71% | 42 |
|
|
2015
Q3 | $2.83M | Buy |
+71,706
| New | +$2.87M | 0.73% | 44 |
|
|
2015
Q2 | – | Sell |
-5,063
| Closed | -$210K | – | 94 |
|
|
2015
Q1 | $210K | Sell |
5,063
-184,806
| -97% | -$7.86M | 0.05% | 102 |
|
|
2014
Q4 | $8.11M | Sell |
189,869
-419
| -0.2% | -$18.9K | 1.6% | 17 |
|
|
2014
Q3 | $8.13M | Buy |
190,288
+4,820
| +3% | +$220K | 1.58% | 17 |
|
|
2014
Q2 | $8.48M | Sell |
185,468
-4,442
| -2% | -$205K | 1.67% | 16 |
|
|
2014
Q1 | $8.33M | Buy |
189,910
+3,620
| +2% | +$156K | 1.68% | 17 |
|
|
2013
Q4 | $7.43M | Buy |
186,290
+27,223
| +17% | +$1.18M | 1.35% | 23 |
|
|
2013
Q3 | $7.37M | Buy |
159,067
+9,787
| +7% | +$461K | 1.18% | 25 |
|
|
2013
Q2 | $7.51M | Buy |
+149,280
| New | +$8.72M | 1.15% | 29 |
|
Other funds holding NLY
VCM
VPM
Evergreen Capital Management's NLY Position: Q1 2026 in Review
Evergreen Capital Management increased its Annaly Capital Management (NLY) stake by 55% in Q1 2026, buying an estimated $209K and bringing the position to 25,961 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #715.
Evergreen Capital Management first reported a position in NLY in Q2 2013 and has held it in 41 quarters since. The position peaked at $15.1M in Q1 2022. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.
- Evergreen Capital Management held 25,961 shares of Annaly Capital Management worth $567K as of Q1 2026.
- Evergreen Capital Management bought 9,165 Annaly Capital Management shares in Q1 2026, an estimated $209K.
- Annaly Capital Management made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #715 holding.
- Evergreen Capital Management first reported a position in Annaly Capital Management in Q2 2013 and has held it in 41 quarters since.
- Evergreen Capital Management's Annaly Capital Management position peaked at $15.1M in Q1 2022.
- 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.
Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.