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Atticus Wealth Management’s Annaly Capital Management NLY Stock Holding History

Atticus Wealth 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
2025
Q1 		– Sell
-2,717
Closed -$49.7K – 533
2024
Q4 		$49.7K Buy
2,717
+48
+2% +$938 0.02% 242
2024
Q3 		$53.6K Buy
2,669
+44
+2% +$881 0.02% 238
2024
Q2 		$50K Sell
2,625
-504
-16% -$9.79K 0.02% 234
2024
Q1 		$61.6K Buy
3,129
+93
+3% +$1.79K 0.02% 222
2023
Q4 		$58.8K Buy
3,036
+500
+20% +$8.92K 0.02% 228
2023
Q3 		$47.7K Buy
2,536
+40
+2% +$795 0.02% 252
2023
Q2 		$49.9K Buy
2,496
+40
+2% +$777 0.02% 260
2023
Q1 		$46.9K Buy
2,456
+1,206
+96% +$25.4K 0.02% 258
2022
Q4 		$26.4K Buy
+1,250
New +$24.6K 0.01% 309
2022
Q3 		– Sell
-2,125
Closed -$50K – 607
2022
Q2 		$50K Hold
2,125
– – 0.02% 250
2022
Q1 		$60K Buy
2,125
+375
+21% +$11.1K 0.02% 230
2021
Q4 		$55K Hold
1,750
– – 0.02% 216
2021
Q3 		$59K Hold
1,750
– – 0.03% 217
2021
Q2 		$62K Buy
1,750
+250
+17% +$9.08K 0.03% 211
2021
Q1 		$52K Buy
1,500
+1,000
+200% +$33.9K 0.02% 208
2020
Q4 		$17K Sell
500
-1,134
-69% -$35.1K 0.01% 269
2020
Q3 		$47K Sell
1,634
-1,527
-48% -$44.2K 0.03% 178
2020
Q2 		$83K Buy
3,161
+59
+2% +$1.46K 0.05% 142
2020
Q1 		$63K Sell
3,102
-370
-11% -$13K 0.05% 157
2019
Q4 		$131K Buy
+3,472
New +$127K 0.08% 113

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atticus Wealth Management's NLY Position: Q1 2025 in Review

Atticus Wealth Management sold out of Annaly Capital Management (NLY) in Q1 2025, closing a stake of 2,717 shares — an estimated $49.7K sold.

Atticus Wealth Management first reported a position in NLY in Q4 2019 and held it in 20 quarters. The position peaked at $131K in Q4 2019. 649 funds tracked by Wall St. Rank hold NLY as of Q1 2025.

  • Atticus Wealth Management reported no remaining Annaly Capital Management position as of Q1 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 2,717 Annaly Capital Management shares in Q1 2025, an estimated $49.7K.
  • Atticus Wealth Management first reported a position in Annaly Capital Management in Q4 2019 and held it in 20 quarters.
  • Atticus Wealth Management's Annaly Capital Management position peaked at $131K in Q4 2019.
  • 649 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2025.

Based on Atticus Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.