Ray Dalio
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Ray Dalio’s Annaly Capital Management NLY Stock Holding History

Ray Dalio’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
-68,878
Closed -$1.39M – 1140
2025
Q3 		$1.39M Buy
+68,878
New +$1.43M 0.01% 800
2023
Q1 		– Sell
-36,897
Closed -$778K – 839
2022
Q4 		$778K Sell
36,897
-52,636
-59% -$1.04M ﹤0.01% 671
2022
Q3 		$1.54M Sell
89,533
-104,029
-54% -$2.62M 0.01% 616
2022
Q2 		$4.58M Buy
+193,562
New +$5.01M 0.02% 507
2019
Q4 		– Sell
-37,093
Closed -$1.31M – 548
2019
Q3 		$1.31M Sell
37,093
-256,836
-87% -$9.26M 0.01% 218
2019
Q2 		$10.7M Buy
293,929
+209,941
+250% +$8M 0.08% 111
2019
Q1 		$3.36M Sell
83,988
-24,198
-22% -$988K 0.02% 167
2018
Q4 		$4.25M Buy
108,186
+82,640
+323% +$3.3M 0.04% 166
2018
Q3 		$1.04M Buy
25,546
+7,094
+38% +$297K 0.01% 219
2018
Q2 		$759K Buy
+18,452
New +$769K 0.01% 285
2016
Q3 		– Sell
-3,700
Closed -$164K – 376
2016
Q2 		$164K Sell
3,700
-16,475
-82% -$701K ﹤0.01% 338
2016
Q1 		$828K Sell
20,175
-44,075
-69% -$1.73M 0.01% 228
2015
Q4 		$2.41M Buy
64,250
+53,525
+499% +$2.09M 0.03% 165
2015
Q3 		$423K Buy
+10,725
New +$429K 0.01% 352
2015
Q2 		– Sell
-38,925
Closed -$1.62M – 371
2015
Q1 		$1.62M Sell
38,925
-33,125
-46% -$1.41M 0.01% 197
2014
Q4 		$3.12M Buy
72,050
+55,175
+327% +$2.49M 0.02% 160
2014
Q3 		$721K Buy
+16,875
New +$771K 0.01% 248
2013
Q4 		– Sell
-109,581
Closed -$5.08M – 337
2013
Q3 		$5.08M Buy
109,581
+73,808
+206% +$3.47M 0.04% 90
2013
Q2 		$1.8M Buy
+35,773
New +$2.09M 0.02% 161

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 $865B AUM 30.76% 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 $1.61T 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

Ray Dalio's NLY Position: Q4 2025 in Review

Ray Dalio sold out of Annaly Capital Management (NLY) in Q4 2025, closing a stake of 68,878 shares — an estimated $1.39M sold.

Ray Dalio first reported a position in NLY in Q2 2013 and held it in 19 quarters. The position peaked at $10.7M in Q2 2019. 761 funds tracked by Wall St. Rank hold NLY as of Q4 2025.

  • Ray Dalio reported no remaining Annaly Capital Management position as of Q4 2025 after selling out during the quarter.
  • Ray Dalio sold 68,878 Annaly Capital Management shares in Q4 2025, an estimated $1.39M.
  • Ray Dalio first reported a position in Annaly Capital Management in Q2 2013 and held it in 19 quarters.
  • Ray Dalio's Annaly Capital Management position peaked at $10.7M in Q2 2019.
  • 761 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2025.

Based on Bridgewater Associates's 13F filing for Q4 2025, filed 13 Feb 2026.