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

Rakuten 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 Q1	–	Sell	-27,199	Closed	-$626K	–	567
2025 Q4	$626K	Buy	27,199 +26,866	+8,068%	+$585K	﹤0.01%	560
2025 Q3	$16K	Buy	+333	New	+$6.91K	﹤0.01%	622
2025 Q1	$320K	Buy	+15,467	New	+$318K	﹤0.01%	620
2024 Q3	$189K	Buy	9,155 +2,272	+33%	+$45.5K	﹤0.01%	494
2024 Q2	$135K	Buy	6,883 +2,555	+59%	+$49.6K	﹤0.01%	493
2024 Q1	$85.2K	Buy	4,328 +3,974	+1,123%	+$76.6K	﹤0.01%	497
2023 Q4	$7.04K	Buy	+354	New	+$6.32K	﹤0.01%	503

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rakuten Investment Management's NLY Position: Q1 2026 in Review

Rakuten Investment Management sold out of Annaly Capital Management (NLY) in Q1 2026, closing a stake of 27,199 shares — an estimated $626K sold.

Rakuten Investment Management first reported a position in NLY in Q4 2023 and held it in 7 quarters. The position peaked at $626K in Q4 2025. 770 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Rakuten Investment Management reported no remaining Annaly Capital Management position as of Q1 2026 after selling out during the quarter.
Rakuten Investment Management sold 27,199 Annaly Capital Management shares in Q1 2026, an estimated $626K.
Rakuten Investment Management first reported a position in Annaly Capital Management in Q4 2023 and held it in 7 quarters.
Rakuten Investment Management's Annaly Capital Management position peaked at $626K in Q4 2025.
770 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.