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Vista Investment Partners II’s Annaly Capital Management NLY Stock Holding History

Vista Investment Partners II’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 		– Sell
-11,927
Closed -$242K – 140
2025
Q1 		$242K Sell
11,927
-14,737
-55% -$303K 0.13% 109
2024
Q4 		$488K Buy
+26,664
New +$521K 0.29% 77

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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vista Investment Partners II's NLY Position: Q2 2025 in Review

Vista Investment Partners II sold out of Annaly Capital Management (NLY) in Q2 2025, closing a stake of 11,927 shares — an estimated $242K sold.

Vista Investment Partners II first reported a position in NLY in Q4 2024 and held it in 2 quarters. The position peaked at $488K in Q4 2024. 658 funds tracked by Wall St. Rank hold NLY as of Q2 2025.

  • Vista Investment Partners II reported no remaining Annaly Capital Management position as of Q2 2025 after selling out during the quarter.
  • Vista Investment Partners II sold 11,927 Annaly Capital Management shares in Q2 2025, an estimated $242K.
  • Vista Investment Partners II first reported a position in Annaly Capital Management in Q4 2024 and held it in 2 quarters.
  • Vista Investment Partners II's Annaly Capital Management position peaked at $488K in Q4 2024.
  • 658 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2025.

Based on Vista Investment Partners II's 13F filing for Q2 2025, filed 7 Aug 2025.