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NEOS Investment Management’s Annaly Capital Management NLY Stock Holding History

NEOS Investment 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 		$2.86M Buy
127,928
+18,040
+16% +$398K 0.01% 468
2026
Q1 		$2.32M Buy
109,888
+29,700
+37% +$676K 0.01% 472
2025
Q4 		$1.79M Buy
80,188
+24,200
+43% +$527K 0.01% 487
2025
Q3 		$1.13M Buy
55,988
+28,412
+103% +$589K 0.01% 499
2025
Q2 		$519K Buy
27,576
+15,101
+121% +$287K 0.01% 542
2025
Q1 		$253K Buy
+12,475
New +$257K ﹤0.01% 568

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NEOS Investment Management's NLY Position: Q2 2026 in Review

NEOS Investment Management increased its Annaly Capital Management (NLY) stake by 16% in Q2 2026, buying an estimated $398K and bringing the position to 127,928 shares worth $2.86M. The position accounts for 0.01% of the portfolio, ranked #468.

NEOS Investment Management first reported a position in NLY in Q1 2025 and has held it in 6 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • NEOS Investment Management held 127,928 shares of Annaly Capital Management worth $2.86M as of Q2 2026.
  • NEOS Investment Management bought 18,040 Annaly Capital Management shares in Q2 2026, an estimated $398K.
  • Annaly Capital Management made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #468 holding.
  • NEOS Investment Management first reported a position in Annaly Capital Management in Q1 2025 and has held it in 6 quarters since.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.