Thompson Investment Management’s Annaly Capital Management NLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.09M Buy
48,714
+10,074
+26% +$222K 0.13% 112
2026
Q1
$817K Buy
38,640
+1,043
+3% +$23.8K 0.11% 112
2025
Q4
$841K Sell
37,597
-423
-1% -$9.21K 0.11% 109
2025
Q3
$768K Hold
38,020
0.1% 108
2025
Q2
$716K Sell
38,020
-7,532
-17% -$143K 0.1% 110
2025
Q1
$925K Sell
45,552
-5,369
-11% -$110K 0.14% 101
2024
Q4
$932K Sell
50,921
-856
-2% -$16.7K 0.13% 104
2024
Q3
$1.04M Buy
51,777
+87
+0.2% +$1.74K 0.15% 100
2024
Q2
$985K Buy
51,690
+1,200
+2% +$23.3K 0.15% 99
2024
Q1
$994K Buy
50,490
+158
+0.3% +$3.05K 0.15% 99
2023
Q4
$975K Hold
50,332
0.16% 101
2023
Q3
$947K Sell
50,332
-180
-0.4% -$3.58K 0.17% 97
2023
Q2
$1.01M Buy
50,512
+6,911
+16% +$134K 0.16% 98
2023
Q1
$833K Buy
43,601
+671
+2% +$14.2K 0.14% 103
2022
Q4
$905K Buy
42,930
+11,599
+37% +$228K 0.17% 102
2022
Q3
$538K Buy
31,331
+181
+0.6% +$4.56K 0.1% 123
2022
Q2
$736K Buy
31,150
+635
+2% +$16.5K 0.13% 111
2022
Q1
$859K Buy
30,515
+3,666
+14% +$109K 0.13% 109
2021
Q4
$840K Buy
26,849
+69
+0.3% +$2.32K 0.12% 120
2021
Q3
$902K Buy
26,780
+721
+3% +$24.8K 0.13% 111
2021
Q2
$926K Buy
26,059
+871
+3% +$31.6K 0.13% 118
2021
Q1
$866K Buy
25,188
+19,034
+309% +$645K 0.13% 115
2020
Q4
$208K Buy
6,154
+2,425
+65% +$75K 0.04% 181
2020
Q3
$106K Buy
3,729
+844
+29% +$24.4K 0.02% 187
2020
Q2
$76K Buy
2,885
+381
+15% +$9.41K 0.01% 183
2020
Q1
$51K Hold
2,504
0.01% 172
2019
Q4
$94K Buy
+2,504
New +$91.3K 0.02% 187
2018
Q2
Sell
-10,358
Closed -$432K 186
2018
Q1
$432K Buy
10,358
+40
+0.4% +$1.71K 0.08% 134
2017
Q4
$491K Buy
10,318
+19
+0.2% +$902 0.09% 126
2017
Q3
$502K Hold
10,299
0.09% 122
2017
Q2
$496K Sell
10,299
-250
-2% -$11.8K 0.09% 122
2017
Q1
$469K Hold
10,549
0.09% 126
2016
Q4
$421K Buy
10,549
+1,350
+15% +$54.9K 0.08% 138
2016
Q3
$386K Sell
9,199
-2,124
-19% -$92K 0.07% 136
2016
Q2
$501K Buy
11,323
+383
+4% +$16.3K 0.1% 112
2016
Q1
$449K Sell
10,940
-1,250
-10% -$49K 0.09% 116
2015
Q4
$457K Hold
12,190
0.1% 118
2015
Q3
$481K Sell
12,190
-66
-0.5% -$2.64K 0.1% 119
2015
Q2
$451K Buy
12,256
+1,393
+13% +$56.3K 0.09% 118
2015
Q1
$452K Buy
10,863
+349
+3% +$14.8K 0.09% 121
2014
Q4
$455K Hold
10,514
0.09% 122
2014
Q3
$480K Hold
10,514
0.09% 121
2014
Q2
$481K Buy
10,514
+88
+0.8% +$4.06K 0.09% 118
2014
Q1
$458K Sell
10,426
-475
-4% -$20.5K 0.09% 118
2013
Q4
$435K Buy
10,901
+2,493
+30% +$108K 0.09% 122
2013
Q3
$389K Buy
+8,408
New +$396K 0.08% 126

Other funds holding NLY

Thompson Investment Management's NLY Position: Q2 2026 in Review

Thompson Investment Management increased its Annaly Capital Management (NLY) stake by 26% in Q2 2026, buying an estimated $222K and bringing the position to 48,714 shares worth $1.09M. The position accounts for 0.13% of the portfolio, ranked #112.

Thompson Investment Management first reported a position in NLY in Q3 2013 and has held it in 46 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Thompson Investment Management held 48,714 shares of Annaly Capital Management worth $1.09M as of Q2 2026.
  • Thompson Investment Management bought 10,074 Annaly Capital Management shares in Q2 2026, an estimated $222K.
  • Annaly Capital Management made up 0.13% of Thompson Investment Management's portfolio in Q2 2026, its #112 holding.
  • Thompson Investment Management first reported a position in Annaly Capital Management in Q3 2013 and has held it in 46 quarters since.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.