American Strategic Investm-ANYC

13F holders, Q4 2025 (December 31)
18holders
3new positions
3sold out
$8.28avg. 13F price*

At the end of Q4 2025, 18 institutions reported holding American Strategic Investm-A (NYC) in their 13F filings, unchanged from Q3 2025. 3 opened new positions and 3 sold out. The largest holders were Vanguard Group Inc. ($267K), Geode Capital Management, LLC ($141K) and Osaic Holdings, Inc. ($15K).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions3$9K
Exits3$6K

All 13F filers, Q3 2025 → Q4 2025: 1,127 shares bought and 6,914 shares sold, net −5,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders

Vanguard Group Inc. 0.00% No change 32,251 $267K
Geode Capital Management, LLC 0.00% No change 17,002 $141K
Osaic Holdings, Inc. 0.00% Reduce -36.1% 1,868 $15K
SageView Advisory Group, LLC 0.00% New 734 $6K
Tower Research Capital LLC (TRC) 0.00% Reduce -2.1% 567 $5K
Triumph Capital Management 0.00% New 375 $3K
Washington Trust Advisors, Inc. 0.00% No change 224 $2K
UBS Group AG 0.00% Reduce -96.2% 203 $2K
Global Retirement Partners, LLC 0.00% No change 193 $2K
Blue Trust, Inc. 0.00% No change 81 $671
Sunbelt Securities, Inc. 0.00% No change 50 $414
Sound Income Strategies, LLC 0.00% No change 39 $399
Bank of America Corp. 0.00% Reduce -2.1% 47 $390
Morgan Stanley 0.00% Reduce -50.0% 34 $282
Wells Fargo & Company 0.00% Reduce -3.3% 29 $244
NFSG Corp 0.00% Reduce -64.9% 27 $224
Russell Investments Group, Ltd. 0.00% New 18 $149
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.