John Overdeck’s Annaly Capital Management NLY Stock Holding History

John Overdeck’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
2021 Q2	–	Sell	-6,225	Closed	-$214K	–	4412
2021 Q1	$214K	Buy	6,225 +2,050	+49%	+$69.4K	﹤0.01%	3590
2020 Q4	$141K	Sell	4,175 -4,125	-50%	-$128K	﹤0.01%	3171
2020 Q3	$236K	Sell	8,300 -3,825	-32%	-$111K	﹤0.01%	2718
2020 Q2	$318K	Buy	+12,125	New	+$299K	﹤0.01%	2337
2019 Q4	–	Sell	-9,575	Closed	-$337K	–	3881
2019 Q3	$337K	Buy	+9,575	New	+$345K	﹤0.01%	2881
2017 Q3	–	Sell	-68,050	Closed	-$3.28M	–	3049
2017 Q2	$3.28M	Buy	68,050 +65,550	+2,622%	+$3.09M	0.01%	1103
2017 Q1	$111K	Sell	2,500 -6,600	-73%	-$281K	﹤0.01%	2785
2016 Q4	$363K	Buy	9,100 +5,575	+158%	+$227K	﹤0.01%	2667
2016 Q3	$148K	Buy	+3,525	New	+$153K	﹤0.01%	3000

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

John Overdeck's NLY Position: Q2 2026 in Review

John Overdeck held its Annaly Capital Management (NLY) position steady in Q2 2026 at 259,600 shares worth $5.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

John Overdeck first reported a position in NLY in Q2 2013 and has held it in 31 quarters since. The position peaked at $115M in Q1 2019. 783 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

John Overdeck held 259,600 shares of Annaly Capital Management worth $5.8M as of Q2 2026.
John Overdeck left its Annaly Capital Management share count unchanged in Q2 2026.
Annaly Capital Management made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #1997 holding.
John Overdeck first reported a position in Annaly Capital Management in Q2 2013 and has held it in 31 quarters since.
John Overdeck's Annaly Capital Management position peaked at $115M in Q1 2019.
783 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.