Horizon Investments’s Annaly Capital Management NLY Stock Holding History

Horizon Investments’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 Q1	$168K	Sell	7,924 -347,448	-98%	-$7.91M	﹤0.01%	1003
2025 Q4	$7.95M	Buy	+355,372	New	+$7.74M	0.1%	168
2023 Q4	–	Sell	-29,555	Closed	-$556K	–	846
2023 Q3	$556K	Hold	29,555	–	–	0.02%	275
2023 Q2	$591K	Hold	29,555	–	–	0.02%	255
2023 Q1	$565K	Sell	29,555 -2,504	-8%	-$52.8K	0.02%	261
2022 Q4	$676K	Buy	+32,059	New	+$631K	0.02%	306

Other funds holding NLY

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Horizon Investments's NLY Position: Q1 2026 in Review

Horizon Investments reduced its Annaly Capital Management (NLY) stake by 98% in Q1 2026, selling an estimated $7.91M and leaving 7,924 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Horizon Investments first reported a position in NLY in Q4 2022 and has held it in 6 quarters since. The position peaked at $7.95M in Q4 2025. 771 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Horizon Investments held 7,924 shares of Annaly Capital Management worth $168K as of Q1 2026.
Horizon Investments sold 347,448 Annaly Capital Management shares in Q1 2026, an estimated $7.91M.
Annaly Capital Management made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1003 holding.
Horizon Investments first reported a position in Annaly Capital Management in Q4 2022 and has held it in 6 quarters since.
Horizon Investments's Annaly Capital Management position peaked at $7.95M in Q4 2025.
771 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.