Tortoise Investment Management’s Annaly Capital Management NLY Stock Holding History

Tortoise Investment Management’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	-67	Closed	-$1.35K	–	1014
2025 Q3	$1.35K	Buy	67 +15	+29%	+$311	﹤0.01%	975
2025 Q2	$979	Buy	+52	New	+$989	﹤0.01%	975
2023 Q4	–	Sell	-29	Closed	-$545	–	809
2023 Q3	$545	Buy	29 +1	+4%	+$20	﹤0.01%	759
2023 Q2	$562	Buy	28 +1	+4%	+$19	﹤0.01%	739
2023 Q1	$519	Buy	27 +1	+4%	+$21	﹤0.01%	738
2022 Q4	$552	Buy	26 +1	+4%	+$20	﹤0.01%	736
2022 Q3	$0	Hold	25	–	–	﹤0.01%	765
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	716
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	666
2021 Q4	$1K	Buy	+25	New	+$840	﹤0.01%	636

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

Tortoise Investment Management's NLY Position: Q4 2025 in Review

Tortoise Investment Management sold out of Annaly Capital Management (NLY) in Q4 2025, closing a stake of 67 shares — an estimated $1.35K sold.

Tortoise Investment Management first reported a position in NLY in Q4 2021 and held it in 10 quarters. The position peaked at $1.35K in Q3 2025. 761 funds tracked by Wall St. Rank hold NLY as of Q4 2025.

Tortoise Investment Management reported no remaining Annaly Capital Management position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 67 Annaly Capital Management shares in Q4 2025, an estimated $1.35K.
Tortoise Investment Management first reported a position in Annaly Capital Management in Q4 2021 and held it in 10 quarters.
Tortoise Investment Management's Annaly Capital Management position peaked at $1.35K in Q3 2025.
761 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.