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Northwest & Ethical Investments’s Annaly Capital Management NLY Stock Holding History

Northwest & Ethical Investments’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
-82,016
Closed -$1.83M – 580
2025
Q4 		$1.83M Buy
82,016
+6,861
+9% +$149K 0.04% 264
2025
Q3 		$1.52M Hold
75,155
– – 0.04% 293
2025
Q2 		$1.41M Buy
+75,155
New +$1.43M 0.04% 288

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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

Northwest & Ethical Investments's NLY Position: Q1 2026 in Review

Northwest & Ethical Investments sold out of Annaly Capital Management (NLY) in Q1 2026, closing a stake of 82,016 shares — an estimated $1.83M sold.

Northwest & Ethical Investments first reported a position in NLY in Q2 2025 and held it in 3 quarters. The position peaked at $1.83M in Q4 2025. 777 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Northwest & Ethical Investments reported no remaining Annaly Capital Management position as of Q1 2026 after selling out during the quarter.
  • Northwest & Ethical Investments sold 82,016 Annaly Capital Management shares in Q1 2026, an estimated $1.83M.
  • Northwest & Ethical Investments first reported a position in Annaly Capital Management in Q2 2025 and held it in 3 quarters.
  • Northwest & Ethical Investments's Annaly Capital Management position peaked at $1.83M in Q4 2025.
  • 777 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.