Rise Advisors’s Annaly Capital Management NLY Stock Holding History

Rise Advisors’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	-1,056	Closed	-$21.3K	–	980
2025 Q3	$21.3K	Buy	1,056 +34	+3%	+$705	0.01%	540
2025 Q2	$19.2K	Buy	1,022 +36	+4%	+$685	0.01%	559
2025 Q1	$20K	Sell	986 -654	-40%	-$13.5K	0.01%	498
2024 Q4	$30K	Buy	1,640 +53	+3%	+$1.03K	0.01%	390
2024 Q3	$31.8K	Buy	1,587 +50	+3%	+$1K	0.02%	388
2024 Q2	$29.3K	Buy	1,537 +51	+3%	+$990	0.02%	392
2024 Q1	$29.3K	Buy	+1,486	New	+$28.7K	0.02%	395
2023 Q2	–	Sell	-66	Closed	-$1.27K	–	758
2023 Q1	$1.27K	Buy	66 +2	+3%	+$42	﹤0.01%	630
2022 Q4	$1.35K	Buy	64 +3	+5%	+$59	﹤0.01%	616
2022 Q3	$1K	Buy	61 +1	+2%	+$25	﹤0.01%	651
2022 Q2	$1K	Sell	60 -51	-46%	-$1.32K	﹤0.01%	653
2022 Q1	$3K	Buy	111 +3	+3%	+$89	﹤0.01%	495
2021 Q4	$3.37K	Buy	+108	New	+$3.63K	﹤0.01%	457

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rise Advisors's NLY Position: Q4 2025 in Review

Rise Advisors sold out of Annaly Capital Management (NLY) in Q4 2025, closing a stake of 1,056 shares — an estimated $21.3K sold.

Rise Advisors first reported a position in NLY in Q4 2021 and held it in 13 quarters. The position peaked at $31.8K in Q3 2024. 765 funds tracked by Wall St. Rank hold NLY as of Q4 2025.

Rise Advisors reported no remaining Annaly Capital Management position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 1,056 Annaly Capital Management shares in Q4 2025, an estimated $21.3K.
Rise Advisors first reported a position in Annaly Capital Management in Q4 2021 and held it in 13 quarters.
Rise Advisors's Annaly Capital Management position peaked at $31.8K in Q3 2024.
765 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.