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SummitTX Capital’s Annaly Capital Management NLY Stock Holding History

SummitTX Capital’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
-37,752
Closed -$710K – 910
2025
Q2 		$710K Buy
+37,752
New +$718K 0.03% 435

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

SummitTX Capital's NLY Position: Q3 2025 in Review

SummitTX Capital sold out of Annaly Capital Management (NLY) in Q3 2025, closing a stake of 37,752 shares — an estimated $710K sold.

SummitTX Capital first reported a position in NLY in Q2 2025 and held it in 1 quarter. The position peaked at $710K in Q2 2025. 687 funds tracked by Wall St. Rank hold NLY as of Q3 2025.

  • SummitTX Capital reported no remaining Annaly Capital Management position as of Q3 2025 after selling out during the quarter.
  • SummitTX Capital sold 37,752 Annaly Capital Management shares in Q3 2025, an estimated $710K.
  • SummitTX Capital first reported a position in Annaly Capital Management in Q2 2025 and held it in 1 quarter.
  • SummitTX Capital's Annaly Capital Management position peaked at $710K in Q2 2025.
  • 687 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2025.

Based on SummitTX Capital's 13F filing for Q3 2025, filed 14 Nov 2025.