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White Lighthouse Investment Management’s Annaly Capital Management NLY Stock Holding History

White Lighthouse Investment Management’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 		$570K Sell
25,489
-1,233
-5% -$27.2K 0.07% 103
2026
Q1 		$565K Buy
26,722
+657
+3% +$15K 0.08% 98
2025
Q4 		$583K Buy
26,065
+8,418
+48% +$183K 0.08% 96
2025
Q3 		$357K Buy
17,647
+424
+2% +$8.79K 0.05% 106
2025
Q2 		$324K Sell
17,223
-5,226
-23% -$99.4K 0.05% 109
2025
Q1 		$456K Buy
22,449
+2
+0% +$41 0.08% 90
2024
Q4 		$411K Buy
22,447
+16
+0.1% +$313 0.07% 99
2024
Q3 		$450K Buy
22,431
+12,032
+116% +$241K 0.08% 91
2024
Q2 		$198K Buy
+10,399
New +$202K 0.04% 121
2022
Q3 		– Sell
-7,125
Closed -$168K – 109
2022
Q2 		$168K Hold
7,125
– – 0.05% 108
2022
Q1 		$201K Hold
7,125
– – 0.05% 115
2021
Q4 		$223K Hold
7,125
– – 0.06% 110
2021
Q3 		$240K Buy
7,125
+1,687
+31% +$58.1K 0.06% 105
2021
Q2 		$193K Hold
5,438
– – 0.05% 117
2021
Q1 		$187K Sell
5,438
-525
-9% -$17.8K 0.06% 115
2020
Q4 		$202K Sell
5,963
-3,250
-35% -$101K 0.06% 113
2020
Q3 		$262K Hold
9,213
– – 0.09% 100
2020
Q2 		$242K Hold
9,213
– – 0.09% 107
2020
Q1 		$187K Sell
9,213
-990
-10% -$34.8K 0.08% 108
2019
Q4 		$384K Buy
10,203
+1,189
+13% +$43.3K 0.14% 91
2019
Q3 		$317K Sell
9,014
-11,009
-55% -$397K 0.13% 100
2019
Q2 		$731K Sell
20,023
-351
-2% -$13.4K 0.31% 62
2019
Q1 		$814K Buy
20,374
+47
+0.2% +$1.92K 0.37% 55
2018
Q4 		$798K Sell
20,327
-160
-0.8% -$6.4K 0.44% 57
2018
Q3 		$838K Buy
20,487
+15
+0.1% +$628 0.43% 56
2018
Q2 		$843K Sell
20,472
-241
-1% -$10K 0.46% 51
2018
Q1 		$864K Buy
20,713
+517
+3% +$22K 0.5% 50
2017
Q4 		$960K Buy
+20,196
New +$959K 0.55% 47

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

White Lighthouse Investment Management's NLY Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its Annaly Capital Management (NLY) stake by 4.6% in Q2 2026, selling an estimated $27.2K and leaving 25,489 shares worth $570K. The position accounts for 0.07% of the portfolio, ranked #103.

White Lighthouse Investment Management first reported a position in NLY in Q4 2017 and has held it in 28 quarters since. The position peaked at $960K in Q4 2017. 788 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • White Lighthouse Investment Management held 25,489 shares of Annaly Capital Management worth $570K as of Q2 2026.
  • White Lighthouse Investment Management sold 1,233 Annaly Capital Management shares in Q2 2026, an estimated $27.2K.
  • Annaly Capital Management made up 0.07% of White Lighthouse Investment Management's portfolio in Q2 2026, its #103 holding.
  • White Lighthouse Investment Management first reported a position in Annaly Capital Management in Q4 2017 and has held it in 28 quarters since.
  • White Lighthouse Investment Management's Annaly Capital Management position peaked at $960K in Q4 2017.
  • 788 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.