Ken Fisher's NLY Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 12,308 shares of Annaly Capital Management, Inc. (NLY) worth $248,764, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in NLY, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2025, adding 19,717 shares. Largest reduction occurred in Q2 2022, reducing 13,249 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Annaly Capital Management (NLY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Annaly Capital Management (NLY) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +4,156 | Add 0.00% | 4,156 | $50.29 |
| Q3 2013 | -1,255 | Reduce 30.20% | 2,901 | $46.19 |
| Q4 2013 | -2,901 | Sold Out | 0 | $0.00 |
| Q1 2014 | +3,695 | New Buy | 3,695 | $43.84 |
| Q2 2014 | -3,695 | Sold Out | 0 | $0.00 |
| Q3 2014 | +2,904 | New Buy | 2,904 | $42.70 |
| Q4 2014 | -2,904 | Sold Out | 0 | $0.00 |
| Q2 2015 | +5,852 | New Buy | 5,852 | $36.74 |
| Q3 2015 | -5,852 | Sold Out | 0 | $0.00 |
| Q1 2016 | +2,514 | New Buy | 2,514 | $41.77 |
| Q2 2016 | -2,514 | Sold Out | 0 | $0.00 |
| Q4 2016 | +2,558 | New Buy | 2,558 | $39.87 |
| Q1 2017 | +21 | Add 0.82% | 2,579 | $44.59 |
| Q2 2017 | -2,579 | Sold Out | 0 | $0.00 |
| Q4 2017 | +3,501 | New Buy | 3,501 | $47.70 |
| Q1 2018 | +1,003 | Add 28.65% | 4,504 | $41.74 |
| Q2 2018 | -1,942 | Reduce 43.12% | 2,562 | $40.98 |
| Q3 2018 | -60 | Reduce 2.34% | 2,502 | $40.77 |
| Q4 2018 | -2,502 | Sold Out | 0 | $0.00 |
| Q1 2019 | +2,554 | New Buy | 2,554 | $39.94 |
| Q2 2019 | +5 | Add 0.20% | 2,559 | $36.34 |
| Q3 2019 | -2,559 | Sold Out | 0 | $0.00 |
| Q4 2019 | +3,576 | New Buy | 3,576 | $37.75 |
| Q1 2020 | +1,629 | Add 45.55% | 5,205 | $20.37 |
| Q2 2020 | +1,349 | Add 25.92% | 6,554 | $26.24 |
| Q3 2020 | +1,526 | Add 23.28% | 8,080 | $28.47 |
| Q4 2020 | +4,729 | Add 58.53% | 12,809 | $33.80 |
| Q1 2021 | -6,081 | Reduce 47.47% | 6,728 | $34.33 |
| Q2 2021 | +5,947 | Add 88.39% | 12,675 | $35.50 |
| Q3 2021 | +6,479 | Add 51.12% | 19,154 | $33.67 |
| Q4 2021 | -4,190 | Reduce 21.88% | 14,964 | $31.28 |
| Q1 2022 | +2,219 | Add 14.83% | 17,183 | $28.17 |
| Q2 2022 | -13,249 | Reduce 77.11% | 3,934 | $23.64 |
| Q3 2022 | -3,934 | Sold Out | 3,934 | $23.64 |
| Q1 2025 | +23,651 | New Buy | 23,651 | $20.31 |
| Q2 2025 | -23,651 | Sold Out | 23,651 | $20.31 |
| Q3 2025 | +12,308 | New Buy | 12,308 | $20.21 |
Ken Fisher's Annaly Capital Management Investment FAQs
Ken Fisher first purchased Annaly Capital Management, Inc. (NLY) in Q2 2013, acquiring 4,156 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Annaly Capital Management, Inc. (NLY) for 46 quarters since Q2 2013.
Ken Fisher's largest addition to Annaly Capital Management, Inc. (NLY) was in Q1 2025, adding 23,651 shares worth $480,358.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 12,308 shares of Annaly Capital Management, Inc. (NLY), valued at approximately $248,764.
As of the Q3 2025 filing, Annaly Capital Management, Inc. (NLY) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Annaly Capital Management, Inc. (NLY) was 23,651 shares, as reported at the end of Q1 2025.