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Ridgewood Investments’s Annaly Capital Management NLY Stock Holding History

Ridgewood Investments’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
-25
Closed -$471 – 518
2025
Q2 		$471 Hold
25
– – ﹤0.01% 698
2025
Q1 		$508 Hold
25
– – ﹤0.01% 649
2024
Q4 		$458 Sell
25
-782
-97% -$15.3K ﹤0.01% 690
2024
Q3 		$16.2K Hold
807
– – 0.01% 446
2024
Q2 		$15.4K Buy
+807
New +$15.7K 0.01% 461
2023
Q3 		– Sell
-807
Closed -$16.1K – 557
2023
Q2 		$16.1K Hold
807
– – 0.01% 466
2023
Q1 		$15.4K Buy
+807
New +$17K 0.01% 481

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ridgewood Investments's NLY Position: Q3 2025 in Review

Ridgewood Investments sold out of Annaly Capital Management (NLY) in Q3 2025, closing a stake of 25 shares — an estimated $471 sold.

Ridgewood Investments first reported a position in NLY in Q1 2023 and held it in 7 quarters. The position peaked at $16.2K in Q3 2024. 687 funds tracked by Wall St. Rank hold NLY as of Q3 2025.

  • Ridgewood Investments reported no remaining Annaly Capital Management position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 25 Annaly Capital Management shares in Q3 2025, an estimated $471.
  • Ridgewood Investments first reported a position in Annaly Capital Management in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's Annaly Capital Management position peaked at $16.2K in Q3 2024.
  • 687 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.