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LRI Investments’s Annaly Capital Management NLY Stock Holding History

LRI Investments’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
-289
Closed -$5.84K – 1389
2025
Q3 		$5.84K Hold
289
– – ﹤0.01% 1008
2025
Q2 		$5.44K Hold
289
– – ﹤0.01% 1003
2025
Q1 		$5.87K Sell
289
-250
-46% -$5.14K ﹤0.01% 904
2024
Q4 		$9.86K Hold
539
– – ﹤0.01% 793
2024
Q3 		$10.6K Hold
539
– – ﹤0.01% 775
2024
Q2 		$10.3K Hold
539
– – ﹤0.01% 742
2024
Q1 		$10.6K Buy
+539
New +$10.4K ﹤0.01% 496

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 $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LRI Investments's NLY Position: Q4 2025 in Review

LRI Investments sold out of Annaly Capital Management (NLY) in Q4 2025, closing a stake of 289 shares — an estimated $5.84K sold.

LRI Investments first reported a position in NLY in Q1 2024 and held it in 7 quarters. The position peaked at $10.6K in Q1 2024. 761 funds tracked by Wall St. Rank hold NLY as of Q4 2025.

  • LRI Investments reported no remaining Annaly Capital Management position as of Q4 2025 after selling out during the quarter.
  • LRI Investments sold 289 Annaly Capital Management shares in Q4 2025, an estimated $5.84K.
  • LRI Investments first reported a position in Annaly Capital Management in Q1 2024 and held it in 7 quarters.
  • LRI Investments's Annaly Capital Management position peaked at $10.6K in Q1 2024.
  • 761 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2025.

Based on LRI Investments's 13F filing for Q4 2025, filed 4 Feb 2026.