Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Annaly Capital Management NLY Stock Holding History

Kovitz Investment Group Partners’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
-11,248
Closed -$228K – 1389
2025
Q1 		$228K Sell
11,248
-2,550
-18% -$52.5K ﹤0.01% 1138
2024
Q4 		$253K Buy
13,798
+137
+1% +$2.68K ﹤0.01% 1097
2024
Q3 		$255K Sell
13,661
-1,314
-9% -$26.3K ﹤0.01% 899
2024
Q2 		$285K Buy
14,975
+1,100
+8% +$21.4K ﹤0.01% 738
2024
Q1 		$273K Buy
+13,875
New +$268K ﹤0.01% 594

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State Street
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Geode Capital Management
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Norges Bank
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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

Kovitz Investment Group Partners's NLY Position: Q2 2025 in Review

Kovitz Investment Group Partners sold out of Annaly Capital Management (NLY) in Q2 2025, closing a stake of 11,248 shares — an estimated $228K sold.

Kovitz Investment Group Partners first reported a position in NLY in Q1 2024 and held it in 5 quarters. The position peaked at $285K in Q2 2024. 657 funds tracked by Wall St. Rank hold NLY as of Q2 2025.

  • Kovitz Investment Group Partners reported no remaining Annaly Capital Management position as of Q2 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 11,248 Annaly Capital Management shares in Q2 2025, an estimated $228K.
  • Kovitz Investment Group Partners first reported a position in Annaly Capital Management in Q1 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Annaly Capital Management position peaked at $285K in Q2 2024.
  • 657 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2025, filed 14 Aug 2025.