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Jackson Hole Capital Partners’s Annaly Capital Management NLY Stock Holding History

Jackson Hole Capital Partners’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 		$3.14M Buy
148,484
+7,197
+5% +$164K 0.52% 61
2025
Q4 		$3.16M Sell
141,287
-1,604
-1% -$34.9K 0.54% 54
2025
Q3 		$2.89M Buy
142,891
+10,095
+8% +$209K 0.49% 64
2025
Q2 		$2.5M Buy
132,796
+28,961
+28% +$551K 0.46% 71
2025
Q1 		$2.11M Buy
103,835
+7,831
+8% +$161K 0.42% 71
2024
Q4 		$1.76M Sell
96,004
-7,771
-7% -$152K 0.35% 78
2024
Q3 		$2.08M Buy
103,775
+6,467
+7% +$130K 0.43% 70
2024
Q2 		$1.85M Buy
97,308
+13,771
+16% +$267K 0.4% 73
2024
Q1 		$1.64M Buy
83,537
+7,160
+9% +$138K 0.37% 79
2023
Q4 		$1.48M Buy
76,377
+145
+0.2% +$2.59K 0.38% 74
2023
Q3 		$1.43M Buy
76,232
+1,247
+2% +$24.8K 0.42% 64
2023
Q2 		$1.5M Sell
74,985
-6,290
-8% -$122K 0.41% 64
2023
Q1 		$1.55M Sell
81,275
-2,158
-3% -$45.5K 0.41% 63
2022
Q4 		$1.76M Sell
83,433
-360
-0.4% -$7.08K 0.53% 55
2022
Q3 		$1.44M Buy
83,793
+5,874
+8% +$148K 0.44% 61
2022
Q2 		$1.84M Buy
77,919
+9,320
+14% +$241K 0.58% 51
2022
Q1 		$1.93M Buy
68,599
+16,328
+31% +$485K 0.56% 56
2021
Q4 		$1.64M Sell
52,271
-477
-0.9% -$16K 0.51% 54
2021
Q3 		$1.78M Buy
52,748
+6,794
+15% +$234K 0.58% 57
2021
Q2 		$1.63M Buy
45,954
+11,757
+34% +$427K 0.57% 58
2021
Q1 		$1.18M Buy
34,197
+5,676
+20% +$192K 0.48% 62
2020
Q4 		$964K Buy
28,521
+1,072
+4% +$33.2K 0.44% 65
2020
Q3 		$782K Hold
27,449
– – 0.41% 62
2020
Q2 		$720K Buy
27,449
+2,656
+11% +$65.6K 0.44% 63
2020
Q1 		$503K Sell
24,793
-1,961
-7% -$69K 0.37% 69
2019
Q4 		$1.01M Hold
26,754
– – 0.55% 53
2019
Q3 		$942K Buy
26,754
+9,056
+51% +$326K 0.53% 55
2019
Q2 		$646K Buy
17,698
+1,066
+6% +$40.6K 0.4% 66
2019
Q1 		$665K Buy
16,632
+122
+0.7% +$4.98K 0.59% 55
2018
Q4 		$649K Buy
+16,510
New +$660K 0.68% 49

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

Jackson Hole Capital Partners's NLY Position: Q1 2026 in Review

Jackson Hole Capital Partners increased its Annaly Capital Management (NLY) stake by 5.1% in Q1 2026, buying an estimated $164K and bringing the position to 148,484 shares worth $3.14M. The position accounts for 0.52% of the portfolio, ranked #61.

Jackson Hole Capital Partners first reported a position in NLY in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.16M in Q4 2025. 770 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Jackson Hole Capital Partners held 148,484 shares of Annaly Capital Management worth $3.14M as of Q1 2026.
  • Jackson Hole Capital Partners bought 7,197 Annaly Capital Management shares in Q1 2026, an estimated $164K.
  • Annaly Capital Management made up 0.52% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #61 holding.
  • Jackson Hole Capital Partners first reported a position in Annaly Capital Management in Q4 2018 and has held it in 30 quarters since.
  • Jackson Hole Capital Partners's Annaly Capital Management position peaked at $3.16M in Q4 2025.
  • 770 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.