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Sullivan Wood Capital Management’s Annaly Capital Management NLY Stock Holding History

Sullivan Wood Capital 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 		$1.52M Buy
66,150
+3,600
+6% +$79.5K 2.09% 11
2026
Q1 		$1.36M Hold
62,550
– – 2.39% 12
2025
Q4 		$1.44M Buy
62,550
+28,450
+83% +$619K 2.17% 12
2025
Q3 		$713K Buy
34,100
+2,750
+9% +$57K 1.05% 14
2025
Q2 		$612K Buy
+31,350
New +$596K 1.28% 14

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Sullivan Wood Capital Management's NLY Position: Q2 2026 in Review

Sullivan Wood Capital Management increased its Annaly Capital Management (NLY) stake by 5.8% in Q2 2026, buying an estimated $79.5K and bringing the position to 66,150 shares worth $1.52M. The position accounts for 2.09% of the portfolio, ranked #11.

Sullivan Wood Capital Management first reported a position in NLY in Q2 2025 and has held it in 5 quarters since. 791 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Sullivan Wood Capital Management held 66,150 shares of Annaly Capital Management worth $1.52M as of Q2 2026.
  • Sullivan Wood Capital Management bought 3,600 Annaly Capital Management shares in Q2 2026, an estimated $79.5K.
  • Annaly Capital Management made up 2.09% of Sullivan Wood Capital Management's portfolio in Q2 2026, its #11 holding.
  • Sullivan Wood Capital Management first reported a position in Annaly Capital Management in Q2 2025 and has held it in 5 quarters since.
  • 791 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Sullivan Wood Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.