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Prosperity Wealth Management’s Annaly Capital Management NLY Stock Holding History

Prosperity Wealth 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
2025
Q4 		$397K Buy
17,760
+3,401
+24% +$74K 0.13% 165
2025
Q3 		$290K Buy
+14,359
New +$298K 0.1% 190

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Prosperity Wealth Management's NLY Position: Q4 2025 in Review

Prosperity Wealth Management increased its Annaly Capital Management (NLY) stake by 24% in Q4 2025, buying an estimated $74K and bringing the position to 17,760 shares worth $397K. The position accounts for 0.13% of the portfolio, ranked #165.

Prosperity Wealth Management first reported a position in NLY in Q3 2025 and has held it in 2 quarters since. 760 funds tracked by Wall St. Rank hold NLY as of Q4 2025.

  • Prosperity Wealth Management held 17,760 shares of Annaly Capital Management worth $397K as of Q4 2025.
  • Prosperity Wealth Management bought 3,401 Annaly Capital Management shares in Q4 2025, an estimated $74K.
  • Annaly Capital Management made up 0.13% of Prosperity Wealth Management's portfolio in Q4 2025, its #165 holding.
  • Prosperity Wealth Management first reported a position in Annaly Capital Management in Q3 2025 and has held it in 2 quarters since.
  • 760 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.