Storgate’s Annaly Capital Management NLY Stock Holding History

Storgate’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	$496K	Buy	22,162 +10,993	+98%	+$243K	0.1%	204
2026 Q1	$236K	Buy	11,169 +664	+6%	+$15.1K	0.19%	148
2025 Q4	$235K	Buy	+10,505	New	+$229K	0.19%	143

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

Storgate's NLY Position: Q2 2026 in Review

Storgate increased its Annaly Capital Management (NLY) stake by 98% in Q2 2026, buying an estimated $243K and bringing the position to 22,162 shares worth $496K. The position accounts for 0.1% of the portfolio, ranked #204.

Storgate first reported a position in NLY in Q4 2025 and has held it in 3 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Storgate held 22,162 shares of Annaly Capital Management worth $496K as of Q2 2026.
Storgate bought 10,993 Annaly Capital Management shares in Q2 2026, an estimated $243K.
Annaly Capital Management made up 0.1% of Storgate's portfolio in Q2 2026, its #204 holding.
Storgate first reported a position in Annaly Capital Management in Q4 2025 and has held it in 3 quarters since.
784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Storgate's 13F filing for Q2 2026, filed 12 Aug 2026.