American Strategic Investm-ANYC

13F holders, Q3 2025 (September 30)
18holders −2
2new positions
4sold out
$10.04avg. 13F price*

At the end of Q3 2025, 18 institutions reported holding American Strategic Investm-A (NYC) in their 13F filings, down 2 from Q2 2025. 2 opened new positions and 4 sold out. The largest holders were Vanguard Group Inc. ($323K), Geode Capital Management, LLC ($171K) and UBS Group AG ($54K).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions2$2K
Exits4$146K

All 13F filers, Q2 2025 → Q3 2025: 2,430 shares bought and 30,354 shares sold, net −27,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders
Vanguard Group Inc. 0.00% Reduce -30.9% 32,251 $323K
Geode Capital Management, LLC 0.00% Reduce -21.2% 17,002 $171K
UBS Group AG 0.00% Add +50.8% 5,349 $54K
Osaic Holdings, Inc. 0.00% Add +9.6% 2,925 $31K
Tower Research Capital LLC (TRC) 0.00% Add +58.2% 579 $6K
Bokf, NA 0.00% No change 493 $5K
Washington Trust Advisors, Inc. 0.00% No change 224 $2K
Global Retirement Partners, LLC 0.00% No change 193 $2K
Jones Financial Companies LLLP 0.00% New 116 $1K
Blue Trust, Inc. 0.00% No change 81 $812
NFSG Corp 0.00% No change 77 $772
Morgan Stanley 0.00% Add +3.0% 68 $682
Sunbelt Securities, Inc. 0.00% Reduce -78.5% 50 $501
Bank of America Corp. 0.00% Reduce -29.4% 48 $481
Sound Income Strategies, LLC 0.00% New 39 $394
Wells Fargo & Company 0.00% Reduce -55.9% 30 $300
JPMorgan Chase & Co. 0.00% Add +33.3% 4 $40
Cwm, LLC 0.00% No change 44 $0

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