Beacon Capital Management LLC (Tennessee)’s Annaly Capital Management NLY Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-210	Closed	-$3.96K	–	709
2025 Q2	$3.96K	Buy	210 +2	+1%	+$38	﹤0.01%	800
2025 Q1	$4.22K	Buy	208 +2	+1%	+$41	﹤0.01%	799
2024 Q4	$3.77K	Hold	206	–	–	﹤0.01%	784
2024 Q3	$4.13K	Sell	206 -2	-1%	-$40	﹤0.01%	858
2024 Q2	$3.96K	Hold	208	–	–	﹤0.01%	752
2024 Q1	$4.1K	Hold	208	–	–	﹤0.01%	744
2023 Q4	$3.91K	Sell	208 -2	-1%	-$36	﹤0.01%	685
2023 Q3	$4.2K	Hold	210	–	–	﹤0.01%	729
2023 Q2	$4.2K	Sell	210 -1	-0.5%	-$19	﹤0.01%	729
2023 Q1	$4.03K	Sell	211 -2	-0.9%	-$42	﹤0.01%	672
2022 Q4	$4.49K	Sell	213 -659	-76%	-$13K	﹤0.01%	670
2022 Q3	$5K	Buy	872 +620	+246%	+$15.6K	﹤0.01%	597
2022 Q2	$7K	Hold	252	–	–	﹤0.01%	585
2022 Q1	$7K	Buy	+252	New	+$7.49K	﹤0.01%	585

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s NLY Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Annaly Capital Management (NLY) in Q3 2025, closing a stake of 210 shares — an estimated $3.96K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in NLY in Q1 2022 and held it in 14 quarters. The position peaked at $7K in Q2 2022. 688 funds tracked by Wall St. Rank hold NLY as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Annaly Capital Management position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 210 Annaly Capital Management shares in Q3 2025, an estimated $3.96K.
Beacon Capital Management LLC (Tennessee) first reported a position in Annaly Capital Management in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Annaly Capital Management position peaked at $7K in Q2 2022.
688 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.