NewSquare Capital’s Annaly Capital Management NLY Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-294	Closed	-$5.53K	–	860
2025 Q2	$5.53K	Sell	294 -272	-48%	-$5.17K	﹤0.01%	780
2025 Q1	$11.5K	Buy	566 +551	+3,673%	+$11.3K	﹤0.01%	509
2024 Q4	$275	Buy	+15	New	+$293	﹤0.01%	835
2020 Q2	–	Sell	-237	Closed	-$5K	–	414
2020 Q1	$5K	Sell	237 -46,682	-99%	-$1.64M	﹤0.01%	274
2019 Q4	$1.77M	Buy	46,919 +3,477	+8%	+$127K	0.29%	75
2019 Q3	$1.53M	Buy	43,442 +3,912	+10%	+$141K	0.28%	75
2019 Q2	$1.44M	Buy	39,530 +4,196	+12%	+$160K	0.26%	79
2019 Q1	$1.41M	Buy	35,334 +35,086	+14,148%	+$1.43M	0.27%	74
2018 Q4	$10K	Hold	248	–	–	﹤0.01%	224
2018 Q3	$10K	Buy	+248	New	+$10.4K	﹤0.01%	244

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewSquare Capital's NLY Position: Q3 2025 in Review

NewSquare Capital sold out of Annaly Capital Management (NLY) in Q3 2025, closing a stake of 294 shares — an estimated $5.53K sold.

NewSquare Capital first reported a position in NLY in Q3 2018 and held it in 10 quarters. The position peaked at $1.77M in Q4 2019. 687 funds tracked by Wall St. Rank hold NLY as of Q3 2025.

NewSquare Capital reported no remaining Annaly Capital Management position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 294 Annaly Capital Management shares in Q3 2025, an estimated $5.53K.
NewSquare Capital first reported a position in Annaly Capital Management in Q3 2018 and held it in 10 quarters.
NewSquare Capital's Annaly Capital Management position peaked at $1.77M in Q4 2019.
687 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.