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GeoWealth Management’s Annaly Capital Management NLY Stock Holding History

GeoWealth 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
Q1 		– Sell
-2,330
Closed -$42.6K – 1548
2024
Q4 		$42.6K Sell
2,330
-435
-16% -$8.5K ﹤0.01% 1206
2024
Q3 		$55.5K Sell
2,765
-1,906
-41% -$38.2K ﹤0.01% 1041
2024
Q2 		$89K Sell
4,671
-237
-5% -$4.6K ﹤0.01% 782
2024
Q1 		$96.6K Buy
4,908
+1,679
+52% +$32.4K ﹤0.01% 774
2023
Q4 		$63K Buy
+3,229
New +$57.6K 0.01% 616

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

GeoWealth Management's NLY Position: Q1 2025 in Review

GeoWealth Management sold out of Annaly Capital Management (NLY) in Q1 2025, closing a stake of 2,330 shares — an estimated $42.6K sold.

GeoWealth Management first reported a position in NLY in Q4 2023 and held it in 5 quarters. The position peaked at $96.6K in Q1 2024. 649 funds tracked by Wall St. Rank hold NLY as of Q1 2025.

  • GeoWealth Management reported no remaining Annaly Capital Management position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 2,330 Annaly Capital Management shares in Q1 2025, an estimated $42.6K.
  • GeoWealth Management first reported a position in Annaly Capital Management in Q4 2023 and held it in 5 quarters.
  • GeoWealth Management's Annaly Capital Management position peaked at $96.6K in Q1 2024.
  • 649 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.