Universal-Beteiligungs- und Servicegesellschaft’s Annaly Capital Management NLY Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$7.9M	Sell	354,023 -26,434	-7%	-$584K	0.01%	740
2026 Q1	$8.04M	Buy	380,457 +18,069	+5%	+$412K	0.01%	683
2025 Q4	$8.24M	Buy	362,388 +50,691	+16%	+$1.1M	0.01%	680
2025 Q3	$6.3M	Sell	311,697 -19,274	-6%	-$400K	0.01%	769
2025 Q2	$6.23M	Buy	330,971 +45,670	+16%	+$868K	0.01%	733
2025 Q1	$5.79M	Buy	+285,301	New	+$5.87M	0.01%	755

Other funds holding NLY

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

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

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's NLY Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Annaly Capital Management (NLY) stake by 6.9% in Q2 2026, selling an estimated $584K and leaving 354,023 shares worth $7.9M. The position accounts for 0.01% of the portfolio, ranked #740.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in NLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.24M in Q4 2025. 576 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 354,023 shares of Annaly Capital Management worth $7.9M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 26,434 Annaly Capital Management shares in Q2 2026, an estimated $584K.
Annaly Capital Management made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #740 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Annaly Capital Management in Q1 2025 and has held it in 6 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Annaly Capital Management position peaked at $8.24M in Q4 2025.
576 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.