Washington Trust’s Annaly Capital Management NLY Stock Holding History

Washington Trust’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 Q1	–	Sell	-1,000	Closed	-$18.3K	–	829
2024 Q4	$18.3K	Hold	1,000	–	–	﹤0.01%	592
2024 Q3	$20.1K	Hold	1,000	–	–	﹤0.01%	586
2024 Q2	$19.1K	Hold	1,000	–	–	﹤0.01%	587
2024 Q1	$19.7K	Hold	1,000	–	–	﹤0.01%	585
2023 Q4	$19.4K	Hold	1,000	–	–	﹤0.01%	562
2023 Q3	$18.8K	Hold	1,000	–	–	﹤0.01%	542
2023 Q2	$20K	Sell	1,000 -763	-43%	-$14.8K	﹤0.01%	562
2023 Q1	$33.7K	Hold	1,763	–	–	﹤0.01%	477
2022 Q4	$37.2K	Buy	+1,763	New	+$34.7K	﹤0.01%	445
2022 Q3	–	Sell	-1,763	Closed	-$42K	–	948
2022 Q2	$42K	Hold	1,763	–	–	﹤0.01%	438
2022 Q1	$49K	Hold	1,763	–	–	﹤0.01%	438
2021 Q4	$55K	Sell	1,763 -487	-22%	-$16.4K	﹤0.01%	423
2021 Q3	$76K	Sell	2,250 -1,200	-35%	-$41.3K	﹤0.01%	454
2021 Q2	$123K	Hold	3,450	–	–	﹤0.01%	375
2021 Q1	$118K	Hold	3,450	–	–	﹤0.01%	369
2020 Q4	$117K	Buy	3,450 +1,250	+57%	+$38.7K	﹤0.01%	354
2020 Q3	$62K	Buy	2,200 +1,200	+120%	+$34.7K	﹤0.01%	405
2020 Q2	$26K	Hold	1,000	–	–	﹤0.01%	510
2020 Q1	$20K	Buy	+1,000	New	+$35.2K	﹤0.01%	552
2018 Q3	–	Sell	-1,375	Closed	-$57K	–	608
2018 Q2	$57K	Buy	+1,375	New	+$57.3K	﹤0.01%	392

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Washington Trust's NLY Position: Q1 2025 in Review

Washington Trust sold out of Annaly Capital Management (NLY) in Q1 2025, closing a stake of 1,000 shares — an estimated $18.3K sold.

Washington Trust first reported a position in NLY in Q2 2018 and held it in 20 quarters. The position peaked at $123K in Q2 2021. 649 funds tracked by Wall St. Rank hold NLY as of Q1 2025.

Washington Trust reported no remaining Annaly Capital Management position as of Q1 2025 after selling out during the quarter.
Washington Trust sold 1,000 Annaly Capital Management shares in Q1 2025, an estimated $18.3K.
Washington Trust first reported a position in Annaly Capital Management in Q2 2018 and held it in 20 quarters.
Washington Trust's Annaly Capital Management position peaked at $123K in Q2 2021.
649 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2025.

Based on Washington Trust's 13F filing for Q1 2025, filed 25 Apr 2025.