Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Annaly Capital Management NLY Stock Holding History

Sumitomo Mitsui Trust Group’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 		$23.2M Sell
1,096,428
-4,018
-0.4% -$91.5K 0.02% 605
2025
Q4 		$24.6M Buy
1,100,446
+52,828
+5% +$1.15M 0.01% 614
2025
Q3 		$21.2M Sell
1,047,618
-177,075
-14% -$3.67M 0.01% 638
2025
Q2 		$23M Buy
1,224,693
+134,397
+12% +$2.56M 0.01% 621
2025
Q1 		$22.1M Buy
1,090,296
+18,783
+2% +$387K 0.02% 626
2024
Q4 		$19.6M Buy
1,071,513
+99,649
+10% +$1.95M 0.01% 649
2024
Q3 		$19.5M Buy
971,864
+40,781
+4% +$817K 0.01% 642
2024
Q2 		$17.7M Sell
931,083
-87,336
-9% -$1.7M 0.01% 652
2024
Q1 		$20.1M Sell
1,018,419
-809
-0.1% -$15.6K 0.01% 706
2023
Q4 		$19.7M Sell
1,019,228
-6,475
-0.6% -$116K 0.01% 707
2023
Q3 		$19.3M Sell
1,025,703
-28,669
-3% -$570K 0.02% 705
2023
Q2 		$21.1M Sell
1,054,372
-129,077
-11% -$2.51M 0.02% 699
2023
Q1 		$22.6M Buy
1,183,449
+20,413
+2% +$431K 0.02% 704
2022
Q4 		$24.5M Buy
1,163,036
+71,169
+7% +$1.4M 0.02% 671
2022
Q3 		$18.7M Buy
1,091,867
+101,318
+10% +$2.55M 0.02% 714
2022
Q2 		$23.4M Buy
990,549
+117,720
+13% +$3.05M 0.02% 690
2022
Q1 		$24.6M Sell
872,829
-589,205
-40% -$17.5M 0.02% 695
2021
Q4 		$45.7M Buy
1,462,034
+562,941
+63% +$18.9M 0.03% 567
2021
Q3 		$30.3M Sell
899,093
-54,873
-6% -$1.89M 0.02% 653
2021
Q2 		$33.9M Sell
953,966
-69,345
-7% -$2.52M 0.02% 643
2021
Q1 		$35.2M Sell
1,023,311
-10,503
-1% -$356K 0.02% 626
2020
Q4 		$34.9M Sell
1,033,814
-146,243
-12% -$4.53M 0.02% 624
2020
Q3 		$33.6M Sell
1,180,057
-78,266
-6% -$2.27M 0.02% 594
2020
Q2 		$33M Sell
1,258,323
-334,624
-21% -$8.27M 0.02% 598
2020
Q1 		$32.3M Buy
1,592,947
+59,877
+4% +$2.11M 0.03% 550
2019
Q4 		$57.8M Buy
1,533,070
+12,107
+0.8% +$441K 0.05% 421
2019
Q3 		$53.5M Buy
1,520,963
+14,433
+1% +$520K 0.05% 423
2019
Q2 		$55M Buy
1,506,530
+124,213
+9% +$4.73M 0.05% 402
2019
Q1 		$55.2M Buy
1,382,317
+23,284
+2% +$950K 0.05% 387
2018
Q4 		$53.7M Buy
1,359,033
+185,003
+16% +$7.4M 0.06% 348
2018
Q3 		$48M Buy
1,174,030
+175,402
+18% +$7.35M 0.05% 394
2018
Q2 		$41.1M Buy
998,628
+17,708
+2% +$738K 0.05% 421
2018
Q1 		$40.9M Buy
980,920
+29,315
+3% +$1.25M 0.05% 397
2017
Q4 		$45.3M Buy
951,605
+56,913
+6% +$2.7M 0.06% 346
2017
Q3 		$43.6M Buy
894,692
+72,870
+9% +$3.57M 0.06% 336
2017
Q2 		$39.6M Buy
821,822
+28,092
+4% +$1.33M 0.06% 355
2017
Q1 		$35.3M Buy
793,730
+5,972
+0.8% +$254K 0.05% 384
2016
Q4 		$31.4M Sell
787,758
-6,836
-0.9% -$278K 0.05% 406
2016
Q3 		$33.4M Buy
794,594
+73,781
+10% +$3.2M 0.05% 401
2016
Q2 		$31.9M Buy
720,813
+1,117
+0.2% +$47.5K 0.06% 384
2016
Q1 		$29.5M Buy
719,696
+44,778
+7% +$1.76M 0.05% 405
2015
Q4 		$25.3M Sell
674,918
-29,668
-4% -$1.16M 0.05% 458
2015
Q3 		$27.8M Sell
704,586
-5,636
-0.8% -$225K 0.05% 409
2015
Q2 		$26.1M Buy
710,222
+58,823
+9% +$2.38M 0.05% 439
2015
Q1 		$27.1M Buy
651,399
+38,980
+6% +$1.66M 0.05% 443
2014
Q4 		$26.9M Buy
612,419
+22,582
+4% +$1.02M 0.05% 406
2014
Q3 		$25.2M Buy
589,837
+1,184
+0.2% +$54.1K 0.05% 423
2014
Q2 		$26.9M Sell
588,653
-35,960
-6% -$1.66M 0.06% 397
2014
Q1 		$27.4M Sell
624,613
-37,887
-6% -$1.64M 0.06% 391
2013
Q4 		$25.9M Sell
662,500
-34,989
-5% -$1.52M 0.05% 407
2013
Q3 		$32.3M Buy
697,489
+5,708
+0.8% +$269K 0.07% 338
2013
Q2 		$34.8M Buy
+691,781
New +$40.4M 0.08% 293

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

Sumitomo Mitsui Trust Group's NLY Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Annaly Capital Management (NLY) stake by 0.37% in Q1 2026, selling an estimated $91.5K and leaving 1,096,428 shares worth $23.2M. The position accounts for 0.02% of the portfolio, ranked #605.

Sumitomo Mitsui Trust Group first reported a position in NLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $57.8M in Q4 2019. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 1,096,428 shares of Annaly Capital Management worth $23.2M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 4,018 Annaly Capital Management shares in Q1 2026, an estimated $91.5K.
  • Annaly Capital Management made up 0.02% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #605 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Annaly Capital Management in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's Annaly Capital Management position peaked at $57.8M in Q4 2019.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.