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Brandywine Global Investment Management’s Annaly Capital Management NLY Stock Holding History

Brandywine Global Investment 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
Q4 		$62M Sell
2,771,945
-452,894
-14% -$9.86M 0.42% 64
2025
Q3 		$65.2M Sell
3,224,839
-1,103,767
-25% -$22.9M 0.45% 55
2025
Q2 		$81.5M Buy
4,328,606
+1,081,482
+33% +$20.6M 0.57% 40
2025
Q1 		$65.9M Sell
3,247,124
-199,913
-6% -$4.11M 0.48% 47
2024
Q4 		$63.1M Buy
3,447,037
+71,785
+2% +$1.4M 0.46% 52
2024
Q3 		$66.7M Buy
+3,375,252
New +$67.6M 0.44% 56
2021
Q3 		– Sell
-1,012,915
Closed -$36M – 709
2021
Q2 		$36M Sell
1,012,915
-332,095
-25% -$12.1M 0.27% 98
2021
Q1 		$46.3M Sell
1,345,010
-70,638
-5% -$2.39M 0.35% 72
2020
Q4 		$47.8M Sell
1,415,648
-63,862
-4% -$1.98M 0.4% 62
2020
Q3 		$42.1M Sell
1,479,510
-495,371
-25% -$14.3M 0.41% 63
2020
Q2 		$51.8M Sell
1,974,881
-39,626
-2% -$979K 0.53% 40
2020
Q1 		$40.9M Buy
2,014,507
+70,006
+4% +$2.46M 0.49% 47
2019
Q4 		$73.7M Sell
1,944,501
-103,919
-5% -$3.79M 0.52% 47
2019
Q3 		$72.1M Sell
2,048,420
-95,862
-4% -$3.45M 0.53% 48
2019
Q2 		$78.3M Buy
+2,144,282
New +$81.7M 0.54% 43
2018
Q1 		– Sell
-58
Closed -$3K – 940
2017
Q4 		$3K Buy
+58
New +$2.75K ﹤0.01% 857
2015
Q2 		– Sell
-310
Closed -$13K – 1014
2015
Q1 		$13K Hold
310
– – ﹤0.01% 912
2014
Q4 		$14K Hold
310
– – ﹤0.01% 917
2014
Q3 		$14K Sell
310
-133
-30% -$6.08K ﹤0.01% 893
2014
Q2 		$21K Buy
443
+8
+2% +$369 ﹤0.01% 875
2014
Q1 		$20K Buy
435
+2
+0.5% +$86 ﹤0.01% 865
2013
Q4 		$18K Buy
433
+135
+45% +$5.86K ﹤0.01% 885
2013
Q3 		$14K Buy
+298
New +$14K ﹤0.01% 897

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brandywine Global Investment Management's NLY Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its Annaly Capital Management (NLY) stake by 14% in Q4 2025, selling an estimated $9.86M and leaving 2,771,945 shares worth $62M. The position accounts for 0.42% of the portfolio, ranked #64.

Brandywine Global Investment Management first reported a position in NLY in Q3 2013 and has held it in 23 quarters since. The position peaked at $81.5M in Q2 2025. 761 funds tracked by Wall St. Rank hold NLY as of Q4 2025.

  • Brandywine Global Investment Management held 2,771,945 shares of Annaly Capital Management worth $62M as of Q4 2025.
  • Brandywine Global Investment Management sold 452,894 Annaly Capital Management shares in Q4 2025, an estimated $9.86M.
  • Annaly Capital Management made up 0.42% of Brandywine Global Investment Management's portfolio in Q4 2025, its #64 holding.
  • Brandywine Global Investment Management first reported a position in Annaly Capital Management in Q3 2013 and has held it in 23 quarters since.
  • Brandywine Global Investment Management's Annaly Capital Management position peaked at $81.5M in Q2 2025.
  • 761 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.