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North Star Investment Management’s Annaly Capital Management NLY Stock Holding History

North Star 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 		$42.5K Hold
1,899
– – ﹤0.01% 777
2026
Q1 		$40.2K Buy
1,899
+250
+15% +$5.69K ﹤0.01% 787
2025
Q4 		$36.9K Buy
1,649
+24
+1% +$522 ﹤0.01% 734
2025
Q3 		$32.8K Hold
1,625
– – ﹤0.01% 741
2025
Q2 		$30.6K Hold
1,625
– – ﹤0.01% 731
2025
Q1 		$33K Hold
1,625
– – ﹤0.01% 690
2024
Q4 		$29.7K Hold
1,625
– – ﹤0.01% 703
2024
Q3 		$32.6K Hold
1,625
– – ﹤0.01% 665
2024
Q2 		$31K Hold
1,625
– – ﹤0.01% 664
2024
Q1 		$32K Hold
1,625
– – ﹤0.01% 671
2023
Q4 		$31.5K Sell
1,625
-597
-27% -$10.7K ﹤0.01% 660
2023
Q3 		$41.8K Buy
2,222
+18
+0.8% +$358 ﹤0.01% 618
2023
Q2 		$44.1K Buy
2,204
+19
+0.9% +$369 ﹤0.01% 628
2023
Q1 		$41.8K Buy
2,185
+21
+1% +$443 ﹤0.01% 648
2022
Q4 		$45.6K Buy
2,164
+24
+1% +$472 ﹤0.01% 610
2022
Q3 		$37K Buy
2,140
+17
+0.8% +$428 ﹤0.01% 591
2022
Q2 		$50K Buy
2,123
+16
+0.8% +$415 ﹤0.01% 549
2022
Q1 		$59K Buy
2,107
+14
+0.7% +$416 ﹤0.01% 548
2021
Q4 		$65K Buy
2,093
+11
+0.5% +$370 ﹤0.01% 559
2021
Q3 		$70K Buy
2,082
+12
+0.6% +$413 0.01% 529
2021
Q2 		$74K Buy
2,070
+10
+0.5% +$363 0.01% 517
2021
Q1 		$71K Buy
2,060
+12
+0.6% +$406 0.01% 497
2020
Q4 		$69K Buy
2,048
+12
+0.6% +$371 0.01% 488
2020
Q3 		$58K Buy
2,036
+12
+0.6% +$347 0.01% 490
2020
Q2 		$53K Buy
2,024
+16
+0.8% +$395 0.01% 484
2020
Q1 		$41K Buy
2,008
+9
+0.5% +$317 0.01% 518
2019
Q4 		$75K Sell
1,999
-139
-7% -$5.07K 0.01% 482
2019
Q3 		$75K Buy
+2,138
New +$77K 0.01% 474
2019
Q2 		– Sell
-2,119
Closed -$85K – 732
2019
Q1 		$85K Buy
2,119
+10
+0.5% +$408 0.01% 468
2018
Q4 		$83K Buy
2,109
+2
+0.1% +$80 0.01% 444
2018
Q3 		$86K Buy
2,107
+16
+0.8% +$670 0.01% 469
2018
Q2 		$86K Sell
2,091
-241
-10% -$10K 0.01% 475
2018
Q1 		$97K Buy
2,332
+8
+0.3% +$341 0.01% 444
2017
Q4 		$111K Buy
2,324
+8
+0.3% +$380 0.01% 422
2017
Q3 		$113K Buy
2,316
+7
+0.3% +$343 0.01% 413
2017
Q2 		$111K Buy
2,309
+257
+13% +$12.1K 0.01% 413
2017
Q1 		$91K Buy
2,052
+8
+0.4% +$340 0.01% 433
2016
Q4 		$82K Buy
2,044
+7
+0.3% +$285 0.01% 420
2016
Q3 		$86K Buy
2,037
+8
+0.4% +$347 0.02% 356
2016
Q2 		$90K Buy
2,029
+1,782
+721% +$75.8K 0.02% 349
2016
Q1 		$10K Buy
247
+8
+3% +$314 ﹤0.01% 588
2015
Q4 		$9K Buy
239
+7
+3% +$273 ﹤0.01% 599
2015
Q3 		$9K Buy
232
+6
+3% +$240 ﹤0.01% 633
2015
Q2 		$8K Buy
226
+7
+3% +$283 ﹤0.01% 656
2015
Q1 		$9K Buy
219
+6
+3% +$255 ﹤0.01% 635
2014
Q4 		$9K Buy
213
+5
+2% +$226 ﹤0.01% 620
2014
Q3 		$9K Buy
208
+6
+3% +$274 ﹤0.01% 539
2014
Q2 		$9K Sell
202
-10
-5% -$461 ﹤0.01% 578
2014
Q1 		$9K Buy
+212
New +$9.16K ﹤0.01% 556

Other funds holding NLY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

North Star Investment Management's NLY Position: Q2 2026 in Review

North Star Investment Management held its Annaly Capital Management (NLY) position steady in Q2 2026 at 1,899 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

North Star Investment Management first reported a position in NLY in Q1 2014 and has held it in 49 quarters since. The position peaked at $113K in Q3 2017. 282 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • North Star Investment Management held 1,899 shares of Annaly Capital Management worth $42.5K as of Q2 2026.
  • North Star Investment Management left its Annaly Capital Management share count unchanged in Q2 2026.
  • Annaly Capital Management made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #777 holding.
  • North Star Investment Management first reported a position in Annaly Capital Management in Q1 2014 and has held it in 49 quarters since.
  • North Star Investment Management's Annaly Capital Management position peaked at $113K in Q3 2017.
  • 282 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.