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Wellington-Altus USA’s Annaly Capital Management NLY Stock Holding History

Wellington-Altus USA’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 		$200K Sell
9,457
-132
-1% -$2.91K 0.14% 120
2026
Q1 		$214K Buy
9,589
+2,707
+39% +$61.7K 0.13% 147
2025
Q4 		$154K Buy
+6,882
New +$150K 0.11% 149

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

Wellington-Altus USA's NLY Position: Q2 2026 in Review

Wellington-Altus USA reduced its Annaly Capital Management (NLY) stake by 1.4% in Q2 2026, selling an estimated $2.91K and leaving 9,457 shares worth $200K. The position accounts for 0.14% of the portfolio, ranked #120.

Wellington-Altus USA first reported a position in NLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $214K in Q1 2026. 791 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Wellington-Altus USA held 9,457 shares of Annaly Capital Management worth $200K as of Q2 2026.
  • Wellington-Altus USA sold 132 Annaly Capital Management shares in Q2 2026, an estimated $2.91K.
  • Annaly Capital Management made up 0.14% of Wellington-Altus USA's portfolio in Q2 2026, its #120 holding.
  • Wellington-Altus USA first reported a position in Annaly Capital Management in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Annaly Capital Management position peaked at $214K in Q1 2026.
  • 791 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.