Annaly Capital Mgmt (nly V0 Perp F)Preferred / convertible

13F holders, Q2 2025 (June 30)
2holders +1
1new positions
0sold out
$25.13avg. 13F price*

At the end of Q2 2025, 2 institutions reported holding Annaly Capital Mgmt (nly V0 Perp F) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Kelly Lawrence W & Associates Inc. ($83K) and Lanark Financial, Inc. ($12K).

Company
Annaly Capital Mgmt (nly V0 Perp F)
CUSIP
035710870
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 2Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions1$12K
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 500 shares bought, net +500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Kelly Lawrence W & Associates Inc. — No change 3,300 $83K
Lanark Financial, Inc. — New 500 $12K

"% of holder's portfolio" is ANNALY CAPITAL MGMT (NLY V0 PERP F)'s weight in each manager's 13F, not the share of Annaly Capital Mgmt (nly V0 Perp F) the manager owns.