American Strategic Investm-ANYC
13F holders, Q4 2024 (December 31)18holders −2
1new positions
4sold out
$8.52avg. 13F price*
At the end of Q4 2024, 18 institutions reported holding American Strategic Investm-A (NYC) in their 13F filings, down 2 from Q3 2024. 1 opened new positions and 4 sold out. The largest holders were Geode Capital Management, LLC ($149K), UBS Group AG ($31K) and Osaic Holdings, Inc. ($21K).
- Company
- American Strategic Investm-A
- CUSIP
- 649439304
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1K |
| Exits | 4 | $6K |
All 13F filers, Q3 2024 → Q4 2024: 2,930 shares bought and 1,620 shares sold, net +1,310 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Geode Capital Management, LLC | 0.00% | No change | 17,557 | $149K |
| UBS Group AG | 0.00% | Add +144.8% | 3,677 | $31K |
| Osaic Holdings, Inc. | 0.00% | Add +21.6% | 2,526 | $21K |
| Bokf, NA | 0.00% | Reduce -1.3% | 518 | $5K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 452 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 232 | $2K |
| Cwm, LLC | 0.00% | Add +327.3% | 188 | $2K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 224 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 193 | $2K |
| NFSG Corp | 0.00% | New | 131 | $1K |
| American Capital Advisory, LLC | 0.00% | No change | 125 | $1K |
| Transce3nd, LLC | 0.00% | — | 116 | $985 |
| Bank of America Corp. | 0.00% | Add +57.4% | 85 | $721 |
| Blue Trust, Inc. | 0.00% | No change | 81 | $688 |
| Morgan Stanley | 0.00% | Reduce -93.9% | 66 | $560 |
| Wells Fargo & Company | 0.00% | No change | 30 | $251 |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 13 | $111 |
| JPMorgan Chase & Co. | 0.00% | No change | 3 | $25 |
"% of holder's portfolio" is NYC's weight in each manager's 13F, not the share of American Strategic Investm-A the manager owns.