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AXS Investments’s Annaly Capital Management NLY Stock Holding History

AXS Investments’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
Q3 		– Sell
-54,088
Closed -$1.02M – 214
2025
Q2 		$1.02M Sell
54,088
-16,527
-23% -$314K 0.42% 88
2025
Q1 		$1.43M Sell
70,615
-33,379
-32% -$687K 0.4% 89
2024
Q4 		$1.9M Sell
103,994
-6,701
-6% -$131K 0.53% 49
2024
Q3 		$2.22M Sell
110,695
-50,990
-32% -$1.02M 0.59% 38
2024
Q2 		$3.08M Sell
161,685
-8,791
-5% -$171K 0.86% 19
2024
Q1 		$3.36M Buy
170,476
+23,619
+16% +$455K 0.81% 20
2023
Q4 		$2.84M Sell
146,857
-62,488
-30% -$1.11M 0.68% 23
2023
Q3 		$3.94M Buy
+209,345
New +$4.16M 1.02% 15
2023
Q2 		– Sell
-18,575
Closed -$355K – 458
2023
Q1 		$355K Sell
18,575
-20,500
-52% -$432K 0.12% 195
2022
Q4 		$824K Buy
39,075
+13,000
+50% +$256K 0.29% 127
2022
Q3 		$447K Hold
26,075
– – 0.17% 166
2022
Q2 		$616K Buy
+26,075
New +$676K 0.22% 160

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AXS Investments's NLY Position: Q3 2025 in Review

AXS Investments sold out of Annaly Capital Management (NLY) in Q3 2025, closing a stake of 54,088 shares — an estimated $1.02M sold.

AXS Investments first reported a position in NLY in Q2 2022 and held it in 12 quarters. The position peaked at $3.94M in Q3 2023. 687 funds tracked by Wall St. Rank hold NLY as of Q3 2025.

  • AXS Investments reported no remaining Annaly Capital Management position as of Q3 2025 after selling out during the quarter.
  • AXS Investments sold 54,088 Annaly Capital Management shares in Q3 2025, an estimated $1.02M.
  • AXS Investments first reported a position in Annaly Capital Management in Q2 2022 and held it in 12 quarters.
  • AXS Investments's Annaly Capital Management position peaked at $3.94M in Q3 2023.
  • 687 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2025.

Based on AXS Investments's 13F filing for Q3 2025, filed 4 Nov 2025.