Simplify Asset Management’s Annaly Capital Management NLY Stock Holding History

Simplify Asset 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	$1.61M	Buy	71,839 +22,436	+45%	+$495K	0.02%	69
2026 Q1	$1.04M	Sell	49,403 -30,252	-38%	-$689K	0.02%	71
2025 Q4	$1.78M	Buy	79,655 +16,755	+27%	+$365K	0.03%	69
2025 Q3	$1.27M	Hold	62,900	–	–	0.02%	73
2025 Q2	$1.18M	Sell	62,900 -42,290	-40%	-$804K	0.06%	60
2025 Q1	$2.14M	Buy	105,190 +24,916	+31%	+$513K	0.08%	46
2024 Q4	$1.47M	Sell	80,274 -43,028	-35%	-$841K	0.07%	58
2024 Q3	$2.47M	Buy	123,302 +30,102	+32%	+$603K	0.12%	48
2024 Q2	$1.78M	Hold	93,200	–	–	0.12%	49
2024 Q1	$1.84M	Hold	93,200	–	–	0.11%	55
2023 Q4	$1.81M	Buy	93,200 +61,000	+189%	+$1.09M	0.16%	50
2023 Q3	$606K	Buy	+32,200	New	+$640K	0.07%	93

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Simplify Asset Management's NLY Position: Q2 2026 in Review

Simplify Asset Management increased its Annaly Capital Management (NLY) stake by 45% in Q2 2026, buying an estimated $495K and bringing the position to 71,839 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #69.

Simplify Asset Management first reported a position in NLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.47M in Q3 2024. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Simplify Asset Management held 71,839 shares of Annaly Capital Management worth $1.61M as of Q2 2026.
Simplify Asset Management bought 22,436 Annaly Capital Management shares in Q2 2026, an estimated $495K.
Annaly Capital Management made up 0.02% of Simplify Asset Management's portfolio in Q2 2026, its #69 holding.
Simplify Asset Management first reported a position in Annaly Capital Management in Q3 2023 and has held it in 12 quarters since.
Simplify Asset Management's Annaly Capital Management position peaked at $2.47M in Q3 2024.
789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.