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INVST’s Annaly Capital Management NLY Stock Holding History

INVST’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 		$841K Buy
37,616
+3,452
+10% +$76.2K 0.08% 190
2026
Q1 		$723K Buy
34,164
+718
+2% +$16.4K 0.08% 208
2025
Q4 		$748K Sell
33,446
-1,248
-4% -$27.2K 0.08% 196
2025
Q3 		$701K Sell
34,694
-714
-2% -$14.8K 0.08% 210
2025
Q2 		$666K Buy
35,408
+767
+2% +$14.6K 0.08% 202
2025
Q1 		$704K Buy
34,641
+2,334
+7% +$48K 0.1% 175
2024
Q4 		$591K Sell
32,307
-4,602
-12% -$89.9K 0.07% 158
2024
Q3 		$741K Buy
+36,909
New +$739K 0.09% 148

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

INVST's NLY Position: Q2 2026 in Review

INVST increased its Annaly Capital Management (NLY) stake by 10% in Q2 2026, buying an estimated $76.2K and bringing the position to 37,616 shares worth $841K. The position accounts for 0.08% of the portfolio, ranked #190.

INVST first reported a position in NLY in Q3 2024 and has held it in 8 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • INVST held 37,616 shares of Annaly Capital Management worth $841K as of Q2 2026.
  • INVST bought 3,452 Annaly Capital Management shares in Q2 2026, an estimated $76.2K.
  • Annaly Capital Management made up 0.08% of INVST's portfolio in Q2 2026, its #190 holding.
  • INVST first reported a position in Annaly Capital Management in Q3 2024 and has held it in 8 quarters since.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.