NLY
Annaly Capital Management, Inc. · Real Estate · REIT - Mortgage
Momentum inputs (comparable managers):
holder breadth -23.1% ·
share flow +14.4% ·
net new positions -20.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 1.14M | $20.51M | n/a | n/a |
| Q2 2026 | 137 | +4 | 346.54M | $7.77B | +10 | −5 |
| Q1 2026 | 135 | -1 | 335.03M | $7.11B | +8 | −10 |
| Q4 2025 | 135 | +1 | 362.38M | $8.13B | +3 | −1 |
| Q3 2025 | 17 | +2 | 243.83M | $4.94B | +3 | −2 |
| Q2 2025 | 13 | -2 | 222.19M | $4.20B | n/a | −2 |
| Q1 2025 | 12 | +2 | 84.13M | $1.72B | +3 | −1 |
| Q4 2024 | 10 | -3 | 78.22M | $1.44B | n/a | −3 |
| Q3 2024 | 12 | +4 | 48.92M | $981.51M | +4 | n/a |
| Q2 2024 | 8 | n/a | 19.54M | $372.17M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 34.43M | +31.6% | $630.01M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | State Street Global Advisors ✦ (passive) | 19.42M | n/a | $368.08M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 9.45M | +9.4% | $172.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Norges Bank ✦ (passive) | 6.96M | +10.7% | $127.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 5.24M | +183.7% | $95.92M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Wellington Management ✦ | 1.27M | +135.6% | $23.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 7 | Adage Capital Partners ✦ | 900.00K | +110.2% | $16.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Millennium Management ✦ | 508.85K | -82.1% | $9.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 26.82K | +36.9% | $490,897 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Renaissance Technologies ✦ | 10.60K | -99.4% | $193,980 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $6.42M | was 0.0% |
| Two Sigma Investments | $664,297 | was 0.0% |
| Marshall Wace | $287,764 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 759 holders, 412.64M shares, $8.02B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.