Simplex Trading
NLY icon

Simplex Trading’s Annaly Capital Management NLY Stock Holding History

Simplex Trading’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 		$6.32M Buy
+298,600
New +$6.8M ﹤0.01% 960
2025
Q4 		– Sell
-298,400
Closed -$6.03M – 9559
2025
Q3 		$6.03M Buy
298,400
+50,700
+20% +$1.05M ﹤0.01% 1304
2025
Q2 		$4.66M Buy
247,700
+81,400
+49% +$1.55M ﹤0.01% 1404
2025
Q1 		$3.38M Sell
166,300
-14,500
-8% -$298K ﹤0.01% 1569
2024
Q4 		$3.31M Buy
180,800
+40,400
+29% +$789K ﹤0.01% 1780
2024
Q3 		$2.82M Sell
140,400
-41,700
-23% -$835K ﹤0.01% 1977
2024
Q2 		$3.47M Buy
182,100
+15,000
+9% +$291K ﹤0.01% 1704
2024
Q1 		$3.29M Sell
167,100
-26,000
-13% -$501K ﹤0.01% 1947
2023
Q4 		$3.74M Sell
193,100
-7,400
-4% -$132K ﹤0.01% 1805
2023
Q3 		$3.77M Buy
200,500
+2,500
+1% +$49.7K ﹤0.01% 1533
2023
Q2 		$3.96M Sell
198,000
-160,600
-45% -$3.12M ﹤0.01% 1468
2023
Q1 		$6.85M Sell
358,600
-90,200
-20% -$1.9M 0.01% 1104
2022
Q4 		$9.46M Sell
448,800
-102,500
-19% -$2.02M 0.01% 866
2022
Q3 		$9.46M Buy
551,300
+460,575
+508% +$11.6M 0.01% 830
2022
Q2 		$2.14M Sell
90,725
-3,650
-4% -$94.6K ﹤0.01% 1795
2022
Q1 		$2.66M Buy
94,375
+68,850
+270% +$2.05M ﹤0.01% 1811
2021
Q4 		$798K Buy
25,525
+525
+2% +$17.6K ﹤0.01% 3173
2021
Q3 		$892K Sell
25,000
-175
-0.7% -$6.02K ﹤0.01% 3241
2021
Q2 		$894K Buy
25,175
+24,761
+5,981% +$899K ﹤0.01% 3282
2021
Q1 		$1.42M Buy
414
+104
+34% +$3.52K ﹤0.01% 2011
2020
Q4 		$1.05M Sell
310
-568
-65% -$17.6K ﹤0.01% 2495
2020
Q3 		$2.5M Sell
878
-844
-49% -$24.4K ﹤0.01% 1345
2020
Q2 		$4.52M Buy
1,722
+1,134
+193% +$28K 0.01% 914
2020
Q1 		$1.19M Buy
588
+416
+242% +$14.6K ﹤0.01% 1725
2019
Q4 		$648K Sell
172
-97
-36% -$3.54K ﹤0.01% 2491
2019
Q3 		$947K Buy
269
+130
+94% +$4.68K ﹤0.01% 1977
2019
Q2 		$505K Buy
139
+92
+196% +$3.5K ﹤0.01% 2554
2019
Q1 		$188K Sell
47
-162
-78% -$6.61K ﹤0.01% 3688
2018
Q4 		$818K Sell
209
-346
-62% -$13.8K ﹤0.01% 1796
2018
Q3 		$2.27M Buy
555
+325
+141% +$13.6K 0.01% 1145
2018
Q2 		$946K Buy
230
+172
+297% +$7.17K ﹤0.01% 1848
2018
Q1 		$14K Buy
58
+37
+176% +$1.58K ﹤0.01% 3706
2017
Q4 		$6K Buy
21
+4
+24% +$190 ﹤0.01% 4355
2017
Q3 		$5K Sell
17
-12
-41% -$588 ﹤0.01% 4400
2017
Q2 		$2K Sell
29
-8
-22% -$378 ﹤0.01% 5298
2017
Q1 		$1K Sell
37
-383
-91% -$16.3K ﹤0.01% 5718
2016
Q4 		$40K Buy
420
+352
+518% +$14.3K ﹤0.01% 2382
2016
Q3 		$29K Buy
68
+14
+26% +$606 ﹤0.01% 2592
2016
Q2 		$13K Sell
54
-3
-5% -$128 ﹤0.01% 3336
2016
Q1 		$7K Sell
57
-39
-41% -$1.53K ﹤0.01% 3808
2015
Q4 		$62K Sell
96
-21
-18% -$819 ﹤0.01% 1753
2015
Q3 		$66K Buy
117
+77
+193% +$3.08K ﹤0.01% 1772
2015
Q2 		$77K Buy
40
+5
+14% +$202 0.01% 1368
2015
Q1 		$63K Buy
+35
New +$1.49K 0.01% 1398

Other funds holding NLY

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplex Trading's NLY Position: Q1 2026 in Review

Simplex Trading opened a new position in Annaly Capital Management (NLY) in Q1 2026: 151,291 shares worth $3.2M. The stake represents ﹤0.01% of the portfolio and ranks #1449 among its holdings. This is a return to the name: Simplex Trading previously reported a position in NLY as recently as Q3 2025.

Simplex Trading first reported a position in NLY in Q4 2014 and has held it in 33 quarters since. The position peaked at $3.48M in Q3 2025. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Simplex Trading held 151,291 shares of Annaly Capital Management worth $3.2M as of Q1 2026.
  • Annaly Capital Management was a new Simplex Trading position in Q1 2026.
  • Annaly Capital Management made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #1449 holding.
  • Simplex Trading first reported a position in Annaly Capital Management in Q4 2014 and has held it in 33 quarters since.
  • Simplex Trading's Annaly Capital Management position peaked at $3.48M in Q3 2025.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.