New York City REIT, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 02/10/2023 | 575.77 K | $1.02 M | 0.05% | 4.16% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/13/2023 | 116.57 K | $206.00 K | 2.26% | 0.84% |
| AE WEALTH MANAGEMENT LLC | 01/31/2023 | 85.14 K | $151.98 K | -12.78% | 0.62% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/08/2023 | 55.75 K | $99.00 K | -2.60% | 0.40% |
| ADVISOR GROUP HOLDINGS, INC. | 02/10/2023 | 54.51 K | $97.35 K | 8.97% | 0.39% |
| INVESCO LTD. | 02/13/2023 | 41.73 K | $73.86 K | -0.51% | 0.30% |
| STATE STREET CORP | 05/15/2023 | 37.72 K | $66.76 K | 0.00% | 0.27% |
| BLACKROCK INC. | 02/13/2023 | 34.45 K | $60.97 K | 2.95% | 0.25% |
| CETERA INVESTMENT ADVISERS | 02/14/2023 | 29.93 K | $52.98 K | -11.54% | 0.22% |
| LPL FINANCIAL LLC | 02/07/2023 | 26.12 K | $46.24 K | -25.75% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2023 | 25.60 K | $45.31 K | 71.81% | 0.19% |
| NORTHERN TRUST CORP | 02/13/2023 | 24.27 K | $42.95 K | 0.00% | 0.18% |
| B. RILEY WEALTH ADVISORS, INC. | 03/15/2023 | 20.20 K | $35.76 K | -5.03% | 0.15% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2023 | 17.61 K | $31.00 K | -78.26% | 0.13% |
| SOUTHEAST ASSET ADVISORS INC. | 02/09/2023 | 16.89 K | $29.90 K | 0.00% | 0.12% |
| CI PRIVATE WEALTH, LLC | 02/15/2023 | 15.72 K | $27.82 K | 100.00% | 0.11% |
| IFP ADVISORS, INC | 02/07/2023 | 14.87 K | $263.00 K | -14.42% | 0.11% |
| APOLLON WEALTH MANAGEMENT, LLC | 02/15/2023 | 14.55 K | $25.75 K | -52.69% | 0.11% |
| SUNBELT SECURITIES, INC. | 02/08/2023 | 13.91 K | $24.62 K | -1.13% | 0.10% |
| HANDELSBANKEN FONDER AB | 02/07/2023 | 13.39 K | $0 | 0.00% | 0.10% |
| ROYAL BANK OF CANADA | 02/14/2023 | 9.96 K | $18.00 K | -25.78% | 0.07% |
| CITADEL ADVISORS LLC | 02/14/2023 | 9.00 K | $15.93 K | 100.00% | 0.07% |
| CITADEL ADVISORS LLC | 02/14/2023 | 7.20 K | $12.74 K | 100.00% | 0.05% |
| GENEOS WEALTH MANAGEMENT INC. | 01/31/2023 | 6.37 K | $11.28 K | 0.00% | 0.05% |
| MORGAN STANLEY | 02/14/2023 | 5.27 K | $9.33 K | -80.23% | 0.04% |
| ADVISORY SERVICES NETWORK, LLC | 02/13/2023 | 3.35 K | $5.92 K | 100.00% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 02/10/2023 | 2.98 K | $5.28 K | 12.36% | 0.02% |
| UBS GROUP AG | 02/08/2023 | 2.27 K | $4.02 K | 43.85% | 0.02% |
| WELLS FARGO & COMPANY/MN | 02/13/2023 | 2.10 K | $3.71 K | 100.00% | 0.02% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/13/2023 | 1.55 K | $2.74 K | 0.00% | 0.01% |
| MONEY CONCEPTS CAPITAL CORP | 02/14/2023 | 1.50 K | $2.65 K | 232.44% | 0.01% |
| KOZAK & ASSOCIATES, INC. | 01/03/2023 | 1.24 K | $2.00 K | 0.00% | 0.01% |
| CWM, LLC | 02/01/2023 | 1.16 K | $2.00 K | -19.65% | 0.01% |
| CASTLEVIEW PARTNERS, LLC | 02/01/2023 | 1.11 K | $1.96 K | -40.04% | 0.01% |
| SIMPLEX TRADING, LLC | 02/02/2023 | 1.10 K | $1.00 K | -32.33% | 0.01% |
| BELPOINTE ASSET MANAGEMENT LLC | 02/08/2023 | 1.09 K | $1.93 K | 100.00% | 0.01% |
| SPIRE WEALTH MANAGEMENT | 02/03/2023 | 984 | $2.00 K | 300.00% | 0.01% |
| GLOBAL FINANCIAL PRIVATE CLIENT, LLC | 05/16/2024 | 852 | $1.51 K | 0.00% | 0.01% |
| BEACON CAPITAL MANAGEMENT, LLC | 01/27/2023 | 816 | $1.44 K | -49.38% | 0.01% |
| ALLWORTH FINANCIAL LP | 01/13/2023 | 748 | $1.32 K | 0.00% | 0.01% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 01/17/2023 | 651 | $1.15 K | 223.88% | 0.00% |
| GROUP ONE TRADING, L.P. | 02/09/2023 | 500 | $885 | 100.00% | 0.00% |
| CITADEL ADVISORS LLC | 02/14/2023 | 443 | $784 | 100.00% | 0.00% |
| SOUND INCOME STRATEGIES, LLC | 01/11/2023 | 312 | $552 | 0.00% | 0.00% |
| RISE ADVISORS, LLC | 01/06/2023 | 206 | $365 | 0.00% | 0.00% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 02/14/2023 | 15 | $1.00 K | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/13/2023 | 0 | $0 | -100.00% | 0.00% |
| DIMENSIONAL FUND ADVISORS LP | 02/09/2023 | 0 | $0 | -100.00% | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 01/30/2023 | 0 | $0 | 0.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 02/16/2023 | 0 | $0 | -100.00% | 0.00% |
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New York City REIT, Inc. institutional Ownership - FAQ's
During the previous two years, 5 institutional investors and hedge funds held shares of New York City REIT, Inc.. The most heavily invested institutionals were:
Kore Private Wealth LLC: 15,720
American Portfolios Advisors: 9,515
Corbenic Partners LLC: 390
Pinnacle Wealth Advisors: 3,126
First Allied Advisory Services, Inc.: 10,088
8.98% of New York City REIT, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 38.84 K shares in the last 24 months. This purchase volume represents approximately $419.46 K in transactions.