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Joel Greenblatt’s NLY Holdings & Trades

First Buy
Q4 2019
Duration Held
12 Quarters
Largest Add
Q1 2026
+31,502 Shares
Current Position
31,502 Shares
$666,267 Value

Joel Greenblatt's NLY Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 31,502 shares of Annaly Capital Management, Inc. (NLY) worth $666,267, representing 0.00% of the portfolio. First purchased in 2019-Q4, this medium-term investment has been held for 12 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in NLY, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 31,502 shares. Largest reduction occurred in Q1 2023, reducing 16,636 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Annaly Capital Management (NLY) Holding Value Over Time

Track share changes against reported price movement

Quarterly Annaly Capital Management (NLY) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +31,502 New Buy 31,502 $21.15
Q1 2023 -16,636 Sold Out 0 $0.00
Q4 2022 +16,636 New Buy 16,636 $21.08
Q4 2021 -8,942 Sold Out 0 $0.00
Q3 2021 +87 Add 0.98% 8,942 $33.66
Q2 2021 +8,855 New Buy 8,855 $35.57
Q1 2021 -9,454 Sold Out 0 $0.00
Q4 2020 -2,521 Reduce 21.05% 9,454 $33.85
Q3 2020 +1,608 Add 15.51% 11,975 $28.48
Q2 2020 -6,377 Reduce 38.09% 10,367 $26.24
Q1 2020 +8,534 Add 103.95% 16,744 $20.31
Q4 2019 +8,210 New Buy 8,210 $37.64

Joel Greenblatt's Annaly Capital Management Investment FAQs

Joel Greenblatt first purchased Annaly Capital Management, Inc. (NLY) in Q4 2019, acquiring 8,210 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Annaly Capital Management, Inc. (NLY) for 12 quarters since Q4 2019.

Joel Greenblatt's largest addition to Annaly Capital Management, Inc. (NLY) was in Q1 2026, adding 31,502 shares worth $666,267.

According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 31,502 shares of Annaly Capital Management, Inc. (NLY), valued at approximately $666,267.

As of the Q1 2026 filing, Annaly Capital Management, Inc. (NLY) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Annaly Capital Management, Inc. (NLY) was 31,502 shares, as reported at the end of Q1 2026.