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LVZ Inc’s Annaly Capital Management NLY Stock Holding History

LVZ Inc’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
-20,968
Closed -$424K – 174
2025
Q3 		$424K Sell
20,968
-1,584
-7% -$32.9K 0.05% 105
2025
Q2 		$424K Buy
22,552
+2,450
+12% +$46.6K 0.05% 94
2025
Q1 		$408K Buy
20,102
+470
+2% +$9.67K 0.05% 93
2024
Q4 		$359K Buy
19,632
+521
+3% +$10.2K 0.05% 99
2024
Q3 		$384K Sell
19,111
-3,137
-14% -$62.8K 0.05% 89
2024
Q2 		$424K Sell
22,248
-1,182
-5% -$22.9K 0.06% 79
2024
Q1 		$461K Sell
23,430
-6,044
-21% -$117K 0.06% 75
2023
Q4 		$571K Sell
29,474
-11,022
-27% -$197K 0.08% 61
2023
Q3 		$762K Sell
40,496
-35,897
-47% -$713K 0.12% 47
2023
Q2 		$1.53M Buy
76,393
+10,172
+15% +$198K 0.21% 43
2023
Q1 		$1.27M Buy
66,221
+14,620
+28% +$308K 0.18% 44
2022
Q4 		$1.09M Buy
+51,601
New +$1.02M 0.17% 42

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 $3.37T AUM 44.26% 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

LVZ Inc's NLY Position: Q4 2025 in Review

LVZ Inc sold out of Annaly Capital Management (NLY) in Q4 2025, closing a stake of 20,968 shares — an estimated $424K sold.

LVZ Inc first reported a position in NLY in Q4 2022 and held it in 12 quarters. The position peaked at $1.53M in Q2 2023. 761 funds tracked by Wall St. Rank hold NLY as of Q4 2025.

  • LVZ Inc reported no remaining Annaly Capital Management position as of Q4 2025 after selling out during the quarter.
  • LVZ Inc sold 20,968 Annaly Capital Management shares in Q4 2025, an estimated $424K.
  • LVZ Inc first reported a position in Annaly Capital Management in Q4 2022 and held it in 12 quarters.
  • LVZ Inc's Annaly Capital Management position peaked at $1.53M in Q2 2023.
  • 761 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2025.

Based on LVZ Inc's 13F filing for Q4 2025, filed 2 Feb 2026.