WLIM
NLY icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

White Lighthouse Investment Management's NLY Position: Q1 2026 in Review

White Lighthouse Investment Management increased its Annaly Capital Management (NLY) stake by 2.5% in Q1 2026, buying an estimated $15K and bringing the position to 26,722 shares worth $565K. The position accounts for 0.08% of the portfolio, ranked #98.

White Lighthouse Investment Management first reported a position in NLY in Q4 2017 and has held it in 27 quarters since. The position peaked at $960K in Q4 2017. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • White Lighthouse Investment Management held 26,722 shares of Annaly Capital Management worth $565K as of Q1 2026.
  • White Lighthouse Investment Management bought 657 Annaly Capital Management shares in Q1 2026, an estimated $15K.
  • Annaly Capital Management made up 0.08% of White Lighthouse Investment Management's portfolio in Q1 2026, its #98 holding.
  • White Lighthouse Investment Management first reported a position in Annaly Capital Management in Q4 2017 and has held it in 27 quarters since.
  • White Lighthouse Investment Management's Annaly Capital Management position peaked at $960K in Q4 2017.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.