Wellington Management Group’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
Q1
$17.4M Buy
820,855
+162,935
+25% +$3.71M ﹤0.01% 1069
2025
Q4
$14.7M Sell
657,920
-338,285
-34% -$7.36M ﹤0.01% 1144
2025
Q3
$20.1M Sell
996,205
-570,905
-36% -$11.8M ﹤0.01% 1018
2025
Q2
$29.5M Buy
1,567,110
+770,682
+97% +$14.7M 0.01% 838
2025
Q1
$16.2M Sell
796,428
-469,004
-37% -$9.65M ﹤0.01% 1040
2024
Q4
$23.2M Buy
1,265,432
+728,307
+136% +$14.2M ﹤0.01% 928
2024
Q3
$10.8M Buy
537,125
+48,555
+10% +$973K ﹤0.01% 1155
2024
Q2
$9.31M Buy
488,570
+22,098
+5% +$429K ﹤0.01% 1173
2024
Q1
$9.18M Sell
466,472
-63,031
-12% -$1.22M ﹤0.01% 1163
2023
Q4
$10.3M Sell
529,503
-274,052
-34% -$4.89M ﹤0.01% 1110
2023
Q3
$15.1M Buy
803,555
+761,304
+1,802% +$15.1M ﹤0.01% 997
2023
Q2
$845K Sell
42,251
-1,120,151
-96% -$21.8M ﹤0.01% 1627
2023
Q1
$22.2M Buy
1,162,402
+1,123,858
+2,916% +$23.7M ﹤0.01% 912
2022
Q4
$813K Sell
38,544
-1,294,995
-97% -$25.5M ﹤0.01% 1686
2022
Q3
$22.9M Buy
1,333,539
+1,275,795
+2,209% +$32.1M ﹤0.01% 870
2022
Q2
$1.36M Buy
57,744
+50,744
+725% +$1.31M ﹤0.01% 1613
2022
Q1
$197K Buy
7,000
+25
+0.4% +$743 ﹤0.01% 2073
2021
Q4
$218K Sell
6,975
-5,401
-44% -$182K ﹤0.01% 2121
2021
Q3
$417K Sell
12,376
-14,835
-55% -$511K ﹤0.01% 1977
2021
Q2
$966K Sell
27,211
-46,398
-63% -$1.68M ﹤0.01% 1792
2021
Q1
$2.53M Sell
73,609
-15,541
-17% -$526K ﹤0.01% 1579
2020
Q4
$3.01M Sell
89,150
-239,120
-73% -$7.4M ﹤0.01% 1409
2020
Q3
$9.35M Sell
328,270
-43,736
-12% -$1.27M ﹤0.01% 1124
2020
Q2
$9.76M Buy
372,006
+340,561
+1,083% +$8.41M ﹤0.01% 1078
2020
Q1
$638K Sell
31,445
-9,938
-24% -$350K ﹤0.01% 1646
2019
Q4
$1.56M Sell
41,383
-30,244
-42% -$1.1M ﹤0.01% 1604
2019
Q3
$2.52M Sell
71,627
-555,412
-89% -$20M ﹤0.01% 1521
2019
Q2
$22.9M Sell
627,039
-122,246
-16% -$4.66M 0.01% 978
2019
Q1
$29.9M Buy
749,285
+3,593
+0.5% +$147K 0.01% 896
2018
Q4
$29.3M Buy
745,692
+19,708
+3% +$788K 0.01% 882
2018
Q3
$29.7M Buy
725,984
+185,418
+34% +$7.77M 0.01% 957
2018
Q2
$22.3M Sell
540,566
-18,092
-3% -$754K 0.01% 1051
2018
Q1
$23.3M Buy
558,658
+149,577
+37% +$6.37M 0.01% 1025
2017
Q4
$19.5M Buy
409,081
+121,024
+42% +$5.74M ﹤0.01% 1077
2017
Q3
$14M Buy
288,057
+47,530
+20% +$2.33M ﹤0.01% 1187
2017
Q2
$11.6M Sell
240,527
-24,936
-9% -$1.18M ﹤0.01% 1178
2017
Q1
$11.8M Sell
265,463
-41,834
-14% -$1.78M ﹤0.01% 1194
2016
Q4
$12.3M Sell
307,297
-30,748
-9% -$1.25M ﹤0.01% 1139
2016
Q3
$14.2M Sell
338,045
-16,584
-5% -$718K ﹤0.01% 1075
2016
Q2
$15.7M Sell
354,629
-43,779
-11% -$1.86M ﹤0.01% 1027
2016
Q1
$16.4M Buy
398,408
+201,133
+102% +$7.89M ﹤0.01% 990
2015
Q4
$7.4M Sell
197,275
-9,588
-5% -$374K ﹤0.01% 1258
2015
Q3
$8.17M Buy
206,863
+168,344
+437% +$6.73M ﹤0.01% 1234
2015
Q2
$1.42M Buy
38,519
+640
+2% +$25.9K ﹤0.01% 1765
2015
Q1
$1.58M Buy
37,879
+7,049
+23% +$300K ﹤0.01% 1750
2014
Q4
$1.33M Buy
30,830
+8,375
+37% +$379K ﹤0.01% 1792
2014
Q3
$960K Buy
22,455
+2,890
+15% +$132K ﹤0.01% 1831
2014
Q2
$895K Buy
19,565
+681
+4% +$31.4K ﹤0.01% 1840
2014
Q1
$829K Buy
+18,884
New +$816K ﹤0.01% 1872
2013
Q4
Sell
-274,667
Closed -$12.7M 2197
2013
Q3
$12.7M Sell
274,667
-1,327
-0.5% -$62.4K ﹤0.01% 1146
2013
Q2
$13.9M Buy
+275,994
New +$16.1M ﹤0.01% 1084

Other funds holding NLY

Wellington Management Group's NLY Position: Q1 2026 in Review

Wellington Management Group increased its Annaly Capital Management (NLY) stake by 25% in Q1 2026, buying an estimated $3.71M and bringing the position to 820,855 shares worth $17.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Wellington Management Group first reported a position in NLY in Q2 2013 and has held it in 51 quarters since. The position peaked at $29.9M in Q1 2019. 771 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Wellington Management Group held 820,855 shares of Annaly Capital Management worth $17.4M as of Q1 2026.
  • Wellington Management Group bought 162,935 Annaly Capital Management shares in Q1 2026, an estimated $3.71M.
  • Annaly Capital Management made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1069 holding.
  • Wellington Management Group first reported a position in Annaly Capital Management in Q2 2013 and has held it in 51 quarters since.
  • Wellington Management Group's Annaly Capital Management position peaked at $29.9M in Q1 2019.
  • 771 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.