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Concurrent Investment Advisors’s Annaly Capital Management NLY Stock Holding History

Concurrent Investment Advisors’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
Q2 		– Sell
-14,312
Closed -$291K – 1453
2025
Q1 		$291K Sell
14,312
-5,069
-26% -$104K 0.01% 938
2024
Q4 		$355K Sell
19,381
-2,006
-9% -$39.2K 0.01% 768
2024
Q3 		$429K Sell
21,387
-2,786
-12% -$55.8K 0.01% 668
2024
Q2 		$461K Buy
24,173
+8,997
+59% +$175K 0.02% 611
2024
Q1 		$299K Buy
15,176
+2,398
+19% +$46.2K 0.01% 674
2023
Q4 		$248K Buy
+12,778
New +$228K 0.01% 711

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Concurrent Investment Advisors's NLY Position: Q2 2025 in Review

Concurrent Investment Advisors sold out of Annaly Capital Management (NLY) in Q2 2025, closing a stake of 14,312 shares — an estimated $291K sold.

Concurrent Investment Advisors first reported a position in NLY in Q4 2023 and held it in 6 quarters. The position peaked at $461K in Q2 2024. 657 funds tracked by Wall St. Rank hold NLY as of Q2 2025.

  • Concurrent Investment Advisors reported no remaining Annaly Capital Management position as of Q2 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 14,312 Annaly Capital Management shares in Q2 2025, an estimated $291K.
  • Concurrent Investment Advisors first reported a position in Annaly Capital Management in Q4 2023 and held it in 6 quarters.
  • Concurrent Investment Advisors's Annaly Capital Management position peaked at $461K in Q2 2024.
  • 657 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2025.

Based on Concurrent Investment Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.