D.J. St. Germain’s Annaly Capital Management NLY Stock Holding History

D.J. St. Germain’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	-3,454	Closed	-$65K	–	936
2025 Q2	$65K	Buy	+3,454	New	+$65.7K	﹤0.01%	434
2023 Q4	–	Sell	-12	Closed	-$226	–	813
2023 Q3	$226	Hold	12	–	–	﹤0.01%	732
2023 Q2	$240	Buy	+12	New	+$233	﹤0.01%	700

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

D.J. St. Germain's NLY Position: Q3 2025 in Review

D.J. St. Germain sold out of Annaly Capital Management (NLY) in Q3 2025, closing a stake of 3,454 shares — an estimated $65K sold.

D.J. St. Germain first reported a position in NLY in Q2 2023 and held it in 3 quarters. The position peaked at $65K in Q2 2025. 687 funds tracked by Wall St. Rank hold NLY as of Q3 2025.

D.J. St. Germain reported no remaining Annaly Capital Management position as of Q3 2025 after selling out during the quarter.
D.J. St. Germain sold 3,454 Annaly Capital Management shares in Q3 2025, an estimated $65K.
D.J. St. Germain first reported a position in Annaly Capital Management in Q2 2023 and held it in 3 quarters.
D.J. St. Germain's Annaly Capital Management position peaked at $65K in Q2 2025.
687 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2025.

Based on D.J. St. Germain's 13F filing for Q3 2025, filed 7 Oct 2025.