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 | 575,773 | $1.02 M | 0.05% | 4.16% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/13/2023 | 116,568 | $206,000 | 2.26% | 0.84% |
| AE WEALTH MANAGEMENT LLC | 01/31/2023 | 85,140 | $151,983 | -12.78% | 0.62% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/08/2023 | 55,751 | $99,000 | -2.60% | 0.40% |
| ADVISOR GROUP HOLDINGS, INC. | 02/10/2023 | 54,512 | $97,350 | 8.97% | 0.39% |
| INVESCO LTD. | 02/13/2023 | 41,726 | $73,855 | -0.51% | 0.30% |
| STATE STREET CORP | 05/15/2023 | 37,715 | $66,756 | 0.00% | 0.27% |
| BLACKROCK INC. | 02/13/2023 | 34,446 | $60,969 | 2.95% | 0.25% |
| CETERA INVESTMENT ADVISERS | 02/14/2023 | 29,933 | $52,981 | -11.54% | 0.22% |
| LPL FINANCIAL LLC | 02/07/2023 | 26,122 | $46,236 | -25.75% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2023 | 25,600 | $45,312 | 71.81% | 0.19% |
| NORTHERN TRUST CORP | 02/13/2023 | 24,265 | $42,949 | 0.00% | 0.18% |
| B. RILEY WEALTH ADVISORS, INC. | 03/15/2023 | 20,204 | $35,761 | -5.03% | 0.15% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2023 | 17,607 | $31,000 | -78.26% | 0.13% |
| SOUTHEAST ASSET ADVISORS INC. | 02/09/2023 | 16,892 | $29,899 | 0.00% | 0.12% |
| CI PRIVATE WEALTH, LLC | 02/15/2023 | 15,720 | $27,824 | 100.00% | 0.11% |
| IFP ADVISORS, INC | 02/07/2023 | 14,866 | $263,000 | -14.42% | 0.11% |
| APOLLON WEALTH MANAGEMENT, LLC | 02/15/2023 | 14,545 | $25,745 | -52.69% | 0.11% |
| SUNBELT SECURITIES, INC. | 02/08/2023 | 13,912 | $24,624 | -1.13% | 0.10% |
| HANDELSBANKEN FONDER AB | 02/07/2023 | 13,388 | $0 | 0.00% | 0.10% |
| ROYAL BANK OF CANADA | 02/14/2023 | 9,964 | $18,000 | -25.78% | 0.07% |
| CITADEL ADVISORS LLC | 02/14/2023 | 9,000 | $15,930 | 100.00% | 0.07% |
| CITADEL ADVISORS LLC | 02/14/2023 | 7,200 | $12,744 | 100.00% | 0.05% |
| GENEOS WEALTH MANAGEMENT INC. | 01/31/2023 | 6,372 | $11,279 | 0.00% | 0.05% |
| MORGAN STANLEY | 02/14/2023 | 5,270 | $9,328 | -80.23% | 0.04% |
| ADVISORY SERVICES NETWORK, LLC | 02/13/2023 | 3,346 | $5,922 | 100.00% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 02/10/2023 | 2,981 | $5,277 | 12.36% | 0.02% |
| UBS GROUP AG | 02/08/2023 | 2,270 | $4,018 | 43.85% | 0.02% |
| WELLS FARGO & COMPANY/MN | 02/13/2023 | 2,095 | $3,708 | 100.00% | 0.02% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/13/2023 | 1,550 | $2,744 | 0.00% | 0.01% |
| MONEY CONCEPTS CAPITAL CORP | 02/14/2023 | 1,496 | $2,648 | 232.44% | 0.01% |
| KOZAK & ASSOCIATES, INC. | 01/03/2023 | 1,236 | $2,000 | 0.00% | 0.01% |
| CWM, LLC | 02/01/2023 | 1,161 | $2,000 | -19.65% | 0.01% |
| CASTLEVIEW PARTNERS, LLC | 02/01/2023 | 1,105 | $1,955 | -40.04% | 0.01% |
| SIMPLEX TRADING, LLC | 02/02/2023 | 1,097 | $1,000 | -32.33% | 0.01% |
| BELPOINTE ASSET MANAGEMENT LLC | 02/08/2023 | 1,091 | $1,931 | 100.00% | 0.01% |
| SPIRE WEALTH MANAGEMENT | 02/03/2023 | 984 | $2,000 | 300.00% | 0.01% |
| GLOBAL FINANCIAL PRIVATE CLIENT, LLC | 05/16/2024 | 852 | $1,508 | 0.00% | 0.01% |
| BEACON CAPITAL MANAGEMENT, LLC | 01/27/2023 | 816 | $1,444 | -49.38% | 0.01% |
| ALLWORTH FINANCIAL LP | 01/13/2023 | 748 | $1,324 | 0.00% | 0.01% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 01/17/2023 | 651 | $1,153 | 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 | $1,000 | 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% |
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 38,839 shares in the last 24 months. This purchase volume represents approximately $330,132 in transactions.