Neo Ivy Capital Management’s Annaly Capital Management NLY Stock Holding History

Neo Ivy Capital 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 Q1	–	Sell	-273,966	Closed	-$6.13M	–	446
2025 Q4	$6.13M	Buy	+273,966	New	+$5.96M	0.97%	23
2024 Q4	–	Sell	-11,974	Closed	-$240K	–	362
2024 Q3	$240K	Sell	11,974 -181,866	-94%	-$3.64M	0.08%	216
2024 Q2	$3.69M	Buy	+193,840	New	+$3.76M	0.72%	39
2023 Q4	$957K	Buy	49,403 +9,695	+24%	+$173K	2.14%	7
2023 Q3	$747K	Buy	+39,708	New	+$789K	0.33%	107
2022 Q3	–	Sell	-8,674	Closed	-$205K	–	492
2022 Q2	$205K	Buy	+8,674	New	+$225K	0.55%	56
2021 Q3	–	Sell	-16,559	Closed	-$588K	–	576
2021 Q2	$588K	Buy	16,559 +9,920	+149%	+$360K	0.59%	44
2021 Q1	$228K	Buy	6,639 +5,256	+380%	+$178K	0.25%	147
2020 Q4	$47K	Buy	+1,383	New	+$42.8K	0.05%	310
2020 Q1	–	Sell	-10,112	Closed	-$381K	–	517
2019 Q4	$381K	Buy	+10,112	New	+$369K	0.44%	96

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Neo Ivy Capital Management's NLY Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of Annaly Capital Management (NLY) in Q1 2026, closing a stake of 273,966 shares — an estimated $6.13M sold.

Neo Ivy Capital Management first reported a position in NLY in Q4 2019 and held it in 10 quarters. The position peaked at $6.13M in Q4 2025. 777 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Neo Ivy Capital Management reported no remaining Annaly Capital Management position as of Q1 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 273,966 Annaly Capital Management shares in Q1 2026, an estimated $6.13M.
Neo Ivy Capital Management first reported a position in Annaly Capital Management in Q4 2019 and held it in 10 quarters.
Neo Ivy Capital Management's Annaly Capital Management position peaked at $6.13M in Q4 2025.
777 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.