American Strategic Investm-ANYC

13F holders, Q2 2025 (June 30)
20holders +1
5new positions
5sold out
1famous investor
$13.13avg. 13F price*

At the end of Q2 2025, 20 institutions reported holding American Strategic Investm-A (NYC) in their 13F filings, up 1 from Q1 2025. 5 opened new positions and 5 sold out. The largest holders were Vanguard Group Inc. ($614K), Geode Capital Management, LLC ($284K) and Citadel Advisors ($139K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
American Strategic Investm-A
CUSIP
649439304
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 18Q1 2024Q2 2024: 20Q2 2024Q3 2024: 20Q3 2024Q4 2024: 18Q4 2024Q1 2025: 19Q1 2025Q2 2025: 20Q2 2025Q3 2025: 18Q3 2025Q4 2025: 18Q4 2025Q1 2026: 17Q1 2026Q2 2026: 15Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions5$759K
Exits5$198K

All 13F filers, Q1 2025 → Q2 2025: 59,480 shares bought and 18,357 shares sold, net +41,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 20 holders

Vanguard Group Inc. 0.00% New 46,702 $614K
Geode Capital Management, LLC 0.00% Add +0.9% 21,571 $284K
Citadel Advisors 0.00% New 10,560 $139K
UBS Group AG 0.00% Add +58.4% 3,547 $47K
Osaic Holdings, Inc. 0.00% Reduce -3.1% 2,668 $35K
Bokf, NA 0.00% Reduce -4.8% 493 $6K
Raymond James Financial Inc. 0.00% New 387 $5K
Tower Research Capital LLC (TRC) 0.00% Reduce -37.2% 366 $5K
Washington Trust Advisors, Inc. 0.00% No change 224 $3K
Global Retirement Partners, LLC 0.00% — 193 $3K
Sunbelt Securities, Inc. 0.00% Add +197.4% 232 $2K
Blue Trust, Inc. 0.00% No change 81 $1K
NFSG Corp 0.00% Reduce -34.8% 77 $1K
Cwm, LLC 0.00% Reduce -76.6% 44 $1K
POM Investment Strategies, LLC 0.00% New 76 $999
Ameritas Advisory Services, LLC 0.00% New 71 $933
Bank of America Corp. 0.00% Reduce -20.0% 68 $893
Wells Fargo & Company 0.00% Add +126.7% 68 $892
Morgan Stanley 0.00% No change 66 $867
JPMorgan Chase & Co. 0.00% No change 3 $39

"% of holder's portfolio" is NYC's weight in each manager's 13F, not the share of American Strategic Investm-A the manager owns.