American Strategic Investm-ANYC
13F holders, Q1 2025 (March 31)19holders +1
4new positions
2sold out
$11.17avg. 13F price*
At the end of Q1 2025, 19 institutions reported holding American Strategic Investm-A (NYC) in their 13F filings, up 1 from Q4 2024. 4 opened new positions and 2 sold out. The largest holders were Geode Capital Management, LLC ($240K), Coppell Advisory Solutions LLC ($194K) and Osaic Holdings, Inc. ($31K).
- Company
- American Strategic Investm-A
- CUSIP
- 649439304
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $9K |
| Exits | 2 | $1K |
All 13F filers, Q4 2024 → Q1 2025: 21,899 shares bought and 1,742 shares sold, net +20,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Geode Capital Management, LLC | 0.00% | Add +21.8% | 21,386 | $240K |
| Coppell Advisory Solutions LLC | 0.03% | Add +3757.5% | 17,436 | $194K |
| Osaic Holdings, Inc. | 0.00% | Add +9.0% | 2,754 | $31K |
| UBS Group AG | 0.00% | Reduce -39.1% | 2,240 | $25K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 583 | $7K |
| Bokf, NA | 0.00% | No change | 518 | $6K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 224 | $3K |
| Royal Bank of Canada | 0.00% | New | 205 | $2K |
| Cwm, LLC | 0.00% | No change | 188 | $2K |
| NFSG Corp | 0.00% | Reduce -9.9% | 118 | $1K |
| Transce3nd, LLC | 0.00% | No change | 116 | $1K |
| Bank of America Corp. | 0.00% | No change | 85 | $951 |
| Blue Trust, Inc. | 0.00% | No change | 81 | $907 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -66.4% | 78 | $874 |
| Morgan Stanley | 0.00% | No change | 66 | $739 |
| Assetmark, Inc. | 0.00% | New | 41 | $459 |
| Wells Fargo & Company | 0.00% | No change | 30 | $332 |
| Huntington National Bank | 0.00% | New | 29 | $325 |
| JPMorgan Chase & Co. | 0.00% | No change | 3 | $34 |
"% of holder's portfolio" is NYC's weight in each manager's 13F, not the share of American Strategic Investm-A the manager owns.