Westwood Holdings Group’s Annaly Capital Management NLY Stock Holding History

Westwood Holdings 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 Q2	$306K	Buy	+13,691	New	+$302K	﹤0.01%	564
2023 Q1	–	Sell	-579,776	Closed	-$12.2M	–	566
2022 Q4	$12.2M	Sell	579,776 -30,610	-5%	-$602K	0.11%	185
2022 Q3	$10.5M	Sell	610,386 -13,152	-2%	-$331K	0.12%	174
2022 Q2	$14.7M	Sell	623,538 -82,068	-12%	-$2.13M	0.16%	152
2022 Q1	$19.9M	Buy	705,606 +49,855	+8%	+$1.48M	0.18%	149
2021 Q4	$20.5M	Buy	655,751 +26,465	+4%	+$890K	0.18%	148
2021 Q3	$21.2M	Sell	629,286 -80,079	-11%	-$2.76M	0.23%	140
2021 Q2	$25.2M	Sell	709,365 -30,791	-4%	-$1.12M	0.26%	135
2021 Q1	$25.5M	Sell	740,156 -44,397	-6%	-$1.5M	0.26%	135
2020 Q4	$26.5M	Buy	+784,553	New	+$24.3M	0.31%	114
2020 Q3	–	Sell	-701,350	Closed	-$18.4M	–	417
2020 Q2	$18.4M	Buy	701,350 +73,873	+12%	+$1.82M	0.24%	131
2020 Q1	$12.7M	Buy	+627,477	New	+$22.1M	0.19%	155

Other funds holding NLY

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Westwood Holdings Group's NLY Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in Annaly Capital Management (NLY) in Q2 2026: 13,691 shares worth $306K. The stake represents ﹤0.01% of the portfolio and ranks #564 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in NLY as recently as Q4 2022.

Westwood Holdings Group first reported a position in NLY in Q1 2020 and has held it in 12 quarters since. The position peaked at $26.5M in Q4 2020. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Westwood Holdings Group held 13,691 shares of Annaly Capital Management worth $306K as of Q2 2026.
Annaly Capital Management was a new Westwood Holdings Group position in Q2 2026.
Annaly Capital Management made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #564 holding.
Westwood Holdings Group first reported a position in Annaly Capital Management in Q1 2020 and has held it in 12 quarters since.
Westwood Holdings Group's Annaly Capital Management position peaked at $26.5M in Q4 2020.
789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.