Jupiter Asset Management’s Annaly Capital Management NLY Stock Holding History

Jupiter Asset Management’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	$257K	Buy	+11,490	New	+$254K	﹤0.01%	499
2023 Q1	–	Sell	-13,234	Closed	-$279K	–	474
2022 Q4	$279K	Sell	13,234 -710,908	-98%	-$14M	﹤0.01%	430
2022 Q3	$12.4M	Buy	+724,142	New	+$18.2M	0.19%	153
2020 Q4	–	Sell	-12,574	Closed	-$358K	–	634
2020 Q3	$358K	Buy	+12,574	New	+$364K	﹤0.01%	526

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

Jupiter Asset Management's NLY Position: Q2 2026 in Review

Jupiter Asset Management opened a new position in Annaly Capital Management (NLY) in Q2 2026: 11,490 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #499 among its holdings. This is a return to the name: Jupiter Asset Management previously reported a position in NLY as recently as Q4 2022.

Jupiter Asset Management first reported a position in NLY in Q3 2020 and has held it in 4 quarters since. The position peaked at $12.4M in Q3 2022. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Jupiter Asset Management held 11,490 shares of Annaly Capital Management worth $257K as of Q2 2026.
Annaly Capital Management was a new Jupiter Asset Management position in Q2 2026.
Annaly Capital Management made up ﹤0.01% of Jupiter Asset Management's portfolio in Q2 2026, its #499 holding.
Jupiter Asset Management first reported a position in Annaly Capital Management in Q3 2020 and has held it in 4 quarters since.
Jupiter Asset Management's Annaly Capital Management position peaked at $12.4M in Q3 2022.
789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.