Kovitz Investment Group Partners’s Annaly Capital Management NLY Stock Holding History

Kovitz Investment Group 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 Q2	$286K	Buy	+12,786	New	+$282K	0.01%	440
2025 Q2	–	Sell	-11,248	Closed	-$228K	–	1389
2025 Q1	$228K	Sell	11,248 -2,550	-18%	-$52.5K	﹤0.01%	1138
2024 Q4	$253K	Buy	13,798 +137	+1%	+$2.68K	﹤0.01%	1097
2024 Q3	$255K	Sell	13,661 -1,314	-9%	-$26.3K	﹤0.01%	899
2024 Q2	$285K	Buy	14,975 +1,100	+8%	+$21.4K	﹤0.01%	738
2024 Q1	$273K	Buy	+13,875	New	+$268K	﹤0.01%	594

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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's NLY Position: Q2 2026 in Review

Kovitz Investment Group Partners opened a new position in Annaly Capital Management (NLY) in Q2 2026: 12,786 shares worth $286K. The stake represents 0.01% of the portfolio and ranks #440 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in NLY as recently as Q1 2025.

Kovitz Investment Group Partners first reported a position in NLY in Q1 2024 and has held it in 6 quarters since. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Kovitz Investment Group Partners held 12,786 shares of Annaly Capital Management worth $286K as of Q2 2026.
Annaly Capital Management was a new Kovitz Investment Group Partners position in Q2 2026.
Annaly Capital Management made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #440 holding.
Kovitz Investment Group Partners first reported a position in Annaly Capital Management in Q1 2024 and has held it in 6 quarters since.
792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.