Sage Advisors’s Annaly Capital Management NLY Stock Holding History

Sage 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	$7.17M	Buy	320,533 +124,987	+64%	+$2.72M	4.75%	5
2025 Q3	$3.95M	Buy	+195,546	New	+$4.06M	2.83%	10
2024 Q1	–	Sell	-10,772	Closed	-$209K	–	28
2023 Q4	$209K	Buy	+10,772	New	+$192K	0.21%	25

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 $3.37T AUM 44.26% 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

Sage Advisors's NLY Position: Q4 2025 in Review

Sage Advisors increased its Annaly Capital Management (NLY) stake by 64% in Q4 2025, buying an estimated $2.72M and bringing the position to 320,533 shares worth $7.17M. The position accounts for 4.75% of the portfolio, ranked #5.

Sage Advisors first reported a position in NLY in Q4 2023 and has held it in 3 quarters since. 761 funds tracked by Wall St. Rank hold NLY as of Q4 2025.

Sage Advisors held 320,533 shares of Annaly Capital Management worth $7.17M as of Q4 2025.
Sage Advisors bought 124,987 Annaly Capital Management shares in Q4 2025, an estimated $2.72M.
Annaly Capital Management made up 4.75% of Sage Advisors's portfolio in Q4 2025, its #5 holding.
Sage Advisors first reported a position in Annaly Capital Management in Q4 2023 and has held it in 3 quarters since.
761 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.