ORG Partners’s Annaly Capital Management NLY Stock Holding History

ORG 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 Q4	$105K	Buy	4,684 +4,373	+1,406%	+$95.2K	0.02%	452
2025 Q3	$6.28K	Buy	311 +264	+562%	+$5.47K	﹤0.01%	1077
2025 Q2	$894	Sell	47 -3,187	-99%	-$60.6K	﹤0.01%	1351
2025 Q1	$65.7K	Hold	3,234	–	–	0.02%	442
2024 Q4	$59.2K	Hold	3,234	–	–	0.01%	520
2024 Q3	$64.9K	Sell	3,234 -15,385	-83%	-$308K	0.01%	465
2024 Q2	$349K	Buy	+18,619	New	+$361K	0.04%	304
2024 Q1	–	Sell	-3,187	Closed	-$61.7K	–	888
2023 Q4	$61.7K	Sell	3,187 -13,500	-81%	-$241K	0.01%	481
2023 Q3	$314K	Sell	16,687 -3,590	-18%	-$71.3K	0.09%	220
2023 Q2	$406K	Sell	20,277 -2,362	-10%	-$45.9K	0.07%	253
2023 Q1	$433K	Buy	+22,639	New	+$478K	0.11%	116

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

ORG Partners's NLY Position: Q4 2025 in Review

ORG Partners increased its Annaly Capital Management (NLY) stake by 1,406% in Q4 2025, buying an estimated $95.2K and bringing the position to 4,684 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #452.

ORG Partners first reported a position in NLY in Q1 2023 and has held it in 11 quarters since. The position peaked at $433K in Q1 2023. 760 funds tracked by Wall St. Rank hold NLY as of Q4 2025.

ORG Partners held 4,684 shares of Annaly Capital Management worth $105K as of Q4 2025.
ORG Partners bought 4,373 Annaly Capital Management shares in Q4 2025, an estimated $95.2K.
Annaly Capital Management made up 0.02% of ORG Partners's portfolio in Q4 2025, its #452 holding.
ORG Partners first reported a position in Annaly Capital Management in Q1 2023 and has held it in 11 quarters since.
ORG Partners's Annaly Capital Management position peaked at $433K in Q1 2023.
760 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.