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Halbert Hargrove Global Advisors’s Annaly Capital Management NLY Stock Holding History

Halbert Hargrove Global 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
Q4 		– Sell
-40
Closed -$809 – 617
2025
Q3 		$809 Buy
+40
New +$830 ﹤0.01% 677

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 $3.38T AUM 44.17% 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

Halbert Hargrove Global Advisors's NLY Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Annaly Capital Management (NLY) in Q4 2025, closing a stake of 40 shares — an estimated $809 sold.

Halbert Hargrove Global Advisors first reported a position in NLY in Q3 2025 and held it in 1 quarter. The position peaked at $809 in Q3 2025. 765 funds tracked by Wall St. Rank hold NLY as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Annaly Capital Management position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 40 Annaly Capital Management shares in Q4 2025, an estimated $809.
  • Halbert Hargrove Global Advisors first reported a position in Annaly Capital Management in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Annaly Capital Management position peaked at $809 in Q3 2025.
  • 765 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.