Joel Greenblatt’s Annaly Capital Management NLY Stock Holding History

Joel Greenblatt’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	$704K	Hold	31,502	–	–	﹤0.01%	1430
2026 Q1	$666K	Buy	+31,502	New	+$717K	﹤0.01%	1422
2023 Q1	–	Sell	-16,636	Closed	-$351K	–	1368
2022 Q4	$351K	Buy	+16,636	New	+$327K	0.01%	1002
2021 Q4	–	Sell	-8,943	Closed	-$301K	–	1204
2021 Q3	$301K	Buy	8,943 +88	+1%	+$3.03K	0.01%	828
2021 Q2	$315K	Buy	+8,855	New	+$322K	0.01%	829
2021 Q1	–	Sell	-9,455	Closed	-$320K	–	1053
2020 Q4	$320K	Sell	9,455 -2,520	-21%	-$78K	0.01%	817
2020 Q3	$341K	Buy	11,975 +1,608	+16%	+$46.5K	0.01%	817
2020 Q2	$272K	Sell	10,367 -6,377	-38%	-$158K	0.01%	879
2020 Q1	$340K	Buy	16,744 +8,534	+104%	+$300K	0.01%	803
2019 Q4	$309K	Buy	+8,210	New	+$299K	0.01%	933

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

Joel Greenblatt's NLY Position: Q2 2026 in Review

Joel Greenblatt held its Annaly Capital Management (NLY) position steady in Q2 2026 at 31,502 shares worth $704K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Joel Greenblatt first reported a position in NLY in Q4 2019 and has held it in 10 quarters since. 783 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Joel Greenblatt held 31,502 shares of Annaly Capital Management worth $704K as of Q2 2026.
Joel Greenblatt left its Annaly Capital Management share count unchanged in Q2 2026.
Annaly Capital Management made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1430 holding.
Joel Greenblatt first reported a position in Annaly Capital Management in Q4 2019 and has held it in 10 quarters since.
783 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.