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InceptionR’s Annaly Capital Management NLY Stock Holding History

InceptionR’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 		– Sell
-26,553
Closed -$594K – 817
2025
Q4 		$594K Sell
26,553
-2,323
-8% -$50.6K 0.16% 231
2025
Q3 		$584K Buy
28,876
+5,979
+26% +$124K 0.14% 268
2025
Q2 		$431K Sell
22,897
-28,808
-56% -$548K 0.1% 355
2025
Q1 		$1.05M Sell
51,705
-78,452
-60% -$1.61M 0.31% 94
2024
Q4 		$2.38M Buy
+130,157
New +$2.54M 0.53% 8
2024
Q3 		– Sell
-74,816
Closed -$1.43M – 803
2024
Q2 		$1.43M Buy
74,816
+2,782
+4% +$54K 0.4% 42
2024
Q1 		$1.42M Buy
+72,034
New +$1.39M 0.37% 61
2023
Q4 		– Sell
-54,007
Closed -$1.02M – 482
2023
Q3 		$1.02M Buy
54,007
+39,278
+267% +$781K 0.58% 18
2023
Q2 		$295K Buy
+14,729
New +$286K 0.16% 281

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

InceptionR's NLY Position: Q1 2026 in Review

InceptionR sold out of Annaly Capital Management (NLY) in Q1 2026, closing a stake of 26,553 shares — an estimated $594K sold.

InceptionR first reported a position in NLY in Q2 2023 and held it in 9 quarters. The position peaked at $2.38M in Q4 2024. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • InceptionR reported no remaining Annaly Capital Management position as of Q1 2026 after selling out during the quarter.
  • InceptionR sold 26,553 Annaly Capital Management shares in Q1 2026, an estimated $594K.
  • InceptionR first reported a position in Annaly Capital Management in Q2 2023 and held it in 9 quarters.
  • InceptionR's Annaly Capital Management position peaked at $2.38M in Q4 2024.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.