Edgewood Management’s Annaly Capital Management NLY Stock Holding History

Edgewood 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
2026 Q1	–	Sell	-14,000	Closed	-$313K	–	91
2025 Q4	$313K	Hold	14,000	–	–	﹤0.01%	83
2025 Q3	$283K	Hold	14,000	–	–	﹤0.01%	84
2025 Q2	$263K	Hold	14,000	–	–	﹤0.01%	76
2025 Q1	$284K	Hold	14,000	–	–	﹤0.01%	76
2024 Q4	$256K	Hold	14,000	–	–	﹤0.01%	77
2024 Q3	$281K	Hold	14,000	–	–	﹤0.01%	70
2024 Q2	$267K	Hold	14,000	–	–	﹤0.01%	73
2024 Q1	$276K	Hold	14,000	–	–	﹤0.01%	74
2023 Q4	$271K	Hold	14,000	–	–	﹤0.01%	73
2023 Q3	$263K	Hold	14,000	–	–	﹤0.01%	72
2023 Q2	$280K	Hold	14,000	–	–	﹤0.01%	72
2023 Q1	$268K	Hold	14,000	–	–	﹤0.01%	76
2022 Q4	$295K	Hold	14,000	–	–	﹤0.01%	75
2022 Q3	$240K	Buy	14,000 +1,000	+8%	+$25.2K	﹤0.01%	76
2022 Q2	$307K	Hold	13,000	–	–	﹤0.01%	72
2022 Q1	$366K	Hold	13,000	–	–	﹤0.01%	74
2021 Q4	$407K	Buy	13,000 +1,250	+11%	+$42K	﹤0.01%	74
2021 Q3	$396K	Hold	11,750	–	–	﹤0.01%	73
2021 Q2	$417K	Hold	11,750	–	–	﹤0.01%	72
2021 Q1	$404K	Hold	11,750	–	–	﹤0.01%	74
2020 Q4	$397K	Buy	11,750 +625	+6%	+$19.3K	﹤0.01%	67
2020 Q3	$317K	Hold	11,125	–	–	﹤0.01%	69
2020 Q2	$292K	Hold	11,125	–	–	﹤0.01%	64
2020 Q1	$226K	Hold	11,125	–	–	﹤0.01%	71
2019 Q4	$419K	Buy	+11,125	New	+$406K	﹤0.01%	66

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Edgewood Management's NLY Position: Q1 2026 in Review

Edgewood Management sold out of Annaly Capital Management (NLY) in Q1 2026, closing a stake of 14,000 shares — an estimated $313K sold.

Edgewood Management first reported a position in NLY in Q4 2019 and held it in 25 quarters. The position peaked at $419K in Q4 2019. 772 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Edgewood Management reported no remaining Annaly Capital Management position as of Q1 2026 after selling out during the quarter.
Edgewood Management sold 14,000 Annaly Capital Management shares in Q1 2026, an estimated $313K.
Edgewood Management first reported a position in Annaly Capital Management in Q4 2019 and held it in 25 quarters.
Edgewood Management's Annaly Capital Management position peaked at $419K in Q4 2019.
772 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Edgewood Management's 13F filing for Q1 2026, filed 14 May 2026.