Plato Investment Management’s Annaly Capital Management NLY Stock Holding History

Plato Investment Management’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
2026 Q1	–	Sell	-10,891	Closed	-$245K	–	536
2025 Q4	$245K	Sell	10,891 -29,146	-73%	-$635K	0.02%	388
2025 Q3	$803K	Buy	40,037 +8,799	+28%	+$182K	0.05%	290
2025 Q2	$586K	Buy	+31,238	New	+$594K	0.04%	326
2025 Q1	–	Sell	-21,147	Closed	-$388K	–	581
2024 Q4	$388K	Buy	21,147 +16,649	+370%	+$325K	0.03%	364
2024 Q3	$90.2K	Buy	+4,498	New	+$90.1K	0.01%	435
2024 Q2	–	Sell	-7,597	Closed	-$150K	–	509
2024 Q1	$150K	Buy	+7,597	New	+$146K	0.02%	333

Other funds holding NLY

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Plato Investment Management's NLY Position: Q1 2026 in Review

Plato Investment Management sold out of Annaly Capital Management (NLY) in Q1 2026, closing a stake of 10,891 shares — an estimated $245K sold.

Plato Investment Management first reported a position in NLY in Q1 2024 and held it in 6 quarters. The position peaked at $803K in Q3 2025. 769 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Plato Investment Management reported no remaining Annaly Capital Management position as of Q1 2026 after selling out during the quarter.
Plato Investment Management sold 10,891 Annaly Capital Management shares in Q1 2026, an estimated $245K.
Plato Investment Management first reported a position in Annaly Capital Management in Q1 2024 and held it in 6 quarters.
Plato Investment Management's Annaly Capital Management position peaked at $803K in Q3 2025.
769 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.