Tyler-Stone Wealth Management’s Annaly Capital Management NLY Stock Holding History

Tyler-Stone Wealth 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 Q2	$633K	Sell	33,620 -293	-0.9%	-$5.57K	0.1%	174
2025 Q1	$689K	Sell	33,913 -1,814	-5%	-$37.3K	0.12%	152
2024 Q4	$654K	Buy	35,727 +214	+0.6%	+$4.18K	0.12%	160
2024 Q3	$713K	Buy	35,513 +19,763	+125%	+$396K	0.13%	145
2024 Q2	$300K	Buy	15,750 +25	+0.2%	+$485	0.12%	144
2024 Q1	$310K	Sell	15,725 -1,350	-8%	-$26K	0.14%	139
2023 Q4	$331K	Buy	17,075 +175	+1%	+$3.12K	0.17%	120
2023 Q3	$318K	Hold	16,900	–	–	0.18%	110
2023 Q2	$338K	Buy	+16,900	New	+$328K	0.19%	102
2022 Q4	$412K	Buy	19,550 +288	+1%	+$5.67K	0.28%	75
2022 Q3	$331K	Sell	19,262 -1,176	-6%	-$29.6K	0.25%	86
2022 Q2	$483K	Buy	20,438 +1,307	+7%	+$33.9K	0.32%	69
2022 Q1	$539K	Buy	19,131 +300	+2%	+$8.92K	0.3%	74
2021 Q4	$589K	Buy	+18,831	New	+$633K	0.31%	67

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tyler-Stone Wealth Management's NLY Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Annaly Capital Management (NLY) stake by 0.86% in Q2 2025, selling an estimated $5.57K and leaving 33,620 shares worth $633K. The position accounts for 0.1% of the portfolio, ranked #174.

Tyler-Stone Wealth Management first reported a position in NLY in Q4 2021 and has held it in 14 quarters since. The position peaked at $713K in Q3 2024. 657 funds tracked by Wall St. Rank hold NLY as of Q2 2025.

Tyler-Stone Wealth Management held 33,620 shares of Annaly Capital Management worth $633K as of Q2 2025.
Tyler-Stone Wealth Management sold 293 Annaly Capital Management shares in Q2 2025, an estimated $5.57K.
Annaly Capital Management made up 0.1% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #174 holding.
Tyler-Stone Wealth Management first reported a position in Annaly Capital Management in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Annaly Capital Management position peaked at $713K in Q3 2024.
657 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.