FORA Capital’s Annaly Capital Management NLY Stock Holding History

FORA Capital’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	$1.03M	Buy	46,255 +34,834	+305%	+$769K	0.07%	213
2026 Q1	$242K	Buy	+11,421	New	+$260K	0.02%	382
2025 Q4	–	Sell	-12,903	Closed	-$261K	–	582
2025 Q3	$261K	Buy	+12,903	New	+$268K	0.05%	395
2025 Q2	–	Sell	-64,144	Closed	-$1.3M	–	639
2025 Q1	$1.3M	Buy	+64,144	New	+$1.32M	0.13%	196
2023 Q2	–	Sell	-43,637	Closed	-$834K	–	531
2023 Q1	$834K	Buy	+43,637	New	+$921K	0.08%	277
2020 Q1	–	Sell	-39,442	Closed	-$1.49M	–	1231
2019 Q4	$1.49M	Buy	+39,442	New	+$1.44M	0.15%	177

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FORA Capital's NLY Position: Q2 2026 in Review

FORA Capital increased its Annaly Capital Management (NLY) stake by 305% in Q2 2026, buying an estimated $769K and bringing the position to 46,255 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #213.

FORA Capital first reported a position in NLY in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.49M in Q4 2019. 787 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

FORA Capital held 46,255 shares of Annaly Capital Management worth $1.03M as of Q2 2026.
FORA Capital bought 34,834 Annaly Capital Management shares in Q2 2026, an estimated $769K.
Annaly Capital Management made up 0.07% of FORA Capital's portfolio in Q2 2026, its #213 holding.
FORA Capital first reported a position in Annaly Capital Management in Q4 2019 and has held it in 6 quarters since.
FORA Capital's Annaly Capital Management position peaked at $1.49M in Q4 2019.
787 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.