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

Zacks 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	-307,588	Closed	-$6.22M	–	797
2025 Q3	$6.22M	Sell	307,588 -1,090	-0.4%	-$22.6K	0.05%	204
2025 Q2	$5.81M	Sell	308,678 -10,139	-3%	-$193K	0.05%	203
2025 Q1	$6.48M	Buy	+318,817	New	+$6.56M	0.06%	199
2021 Q1	–	Sell	-64,219	Closed	-$2.17M	–	554
2020 Q4	$2.17M	Buy	+64,219	New	+$1.99M	0.04%	251
2019 Q2	–	Sell	-41,563	Closed	-$1.66M	–	597
2019 Q1	$1.66M	Buy	+41,563	New	+$1.7M	0.04%	289
2013 Q4	–	Sell	-3,750	Closed	-$174K	–	717
2013 Q3	$174K	Buy	3,750 +838	+29%	+$39.4K	0.01%	624
2013 Q2	$146K	Buy	+2,912	New	+$170K	0.01%	591

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Zacks Investment Management sold out of Annaly Capital Management (NLY) in Q4 2025, closing a stake of 307,588 shares — an estimated $6.22M sold.

Zacks Investment Management first reported a position in NLY in Q2 2013 and held it in 7 quarters. The position peaked at $6.48M in Q1 2025. 760 funds tracked by Wall St. Rank hold NLY as of Q4 2025.

Zacks Investment Management reported no remaining Annaly Capital Management position as of Q4 2025 after selling out during the quarter.
Zacks Investment Management sold 307,588 Annaly Capital Management shares in Q4 2025, an estimated $6.22M.
Zacks Investment Management first reported a position in Annaly Capital Management in Q2 2013 and held it in 7 quarters.
Zacks Investment Management's Annaly Capital Management position peaked at $6.48M in Q1 2025.
760 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2025.

Based on Zacks Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.