New York City REIT Inc (NYC) Ownership

7.25 ↓0.33 (-4.35%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

CAMBRIDGE Invest RESEARCH ADVISORS, INC. is the biggest individual institutional holder of New York City REIT Inc (NYC), owning a total of 57 thousand shares. Combined, the top 71 institutional holders of NYC own 5.48% of the company with a total of 338 thousand shares.

In the latest ownership report on June 30th 2025, the top 71 institutional holders increased their combined ownership of NYC by 59 thousand shares. 8 institutions bought 59,093 total additional shares and increased their ownership by an average of 47.91%. However 6 institutions sold 530 total shares and decreased their ownership by an average of 29.42%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of New York City REIT increased by a net total of 58,563 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc1.776%0.000%46,70246,7022025-06-30
Geode Capital Management, LLC0.820%0.865%21,5711852025-06-30
Citadel Advisors Llc0.402%0.000%10,56010,5602025-06-30
UBS Group AG0.135%58.348%3,5471,3072025-06-30
Advisor Group Holdings, Inc.0.102%-3.123%2,668-862025-06-30
Bank of Oklahoma National Association0.019%-4.826%493-252025-06-30
Tower Research Capital LLC0.014%-37.221%366-2172025-06-30
Sunbelt Securities0.009%197.436%2321542025-06-30
Washington Trust Advisors, Inc.0.009%0.000%22402025-06-30
Global Retirement Partners, LLC.0.007%0.000%19302025-06-30
Ronald Blue Trust, Inc.0.003%0.000%8102025-06-30
Newbridge Financial Services Group, Inc.0.003%-34.746%77-412025-06-30
POM Investment Strategies, LLC0.003%0.000%76762025-06-30
Ameritas Advisory Services, LLC0.003%0.000%71712025-06-30
Bank of America Corp0.003%-20.000%68-172025-06-30
Wells Fargo & Co0.003%126.667%68382025-06-30
Morgan Stanley - Brokerage Accounts0.003%0.000%6602025-06-30
CWM, LLC duplicate0.002%-76.596%44-1442025-06-30
JPMorgan Chase & Co0.000%0.000%302025-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
CAMBRIDGE Invest RESEARCH ADVISORS, INC.0.373%-0.584%57,238-3362022-09-30
Vanguard Group Inc1.776%0.000%46,70246,7022025-06-30
LPL Financial Corp0.191%7.011%35,1832,3052022-09-30
Cetera Investment Advisers0.221%-0.062%33,839-212022-09-30
Apollon Wealth Management, LLC0.200%0.000%30,74430,7442022-09-30
HighTower Advisors, LLC0.125%15.913%23,0763,1682022-09-30
Geode Capital Management, LLC0.820%0.865%21,5711852025-06-30
Cresset Asset Management, LLC0.107%-6.676%19,794-1,4162022-09-30
Coppell Advisory Solutions LLC0.662%3,757.520%17,43616,9842025-03-31
Kore Private Wealth LLC0.085%0.000%15,72002022-09-30
Handelsbanken Fonder AB0.073%0.000%13,38802022-09-30
Citadel Advisors Llc0.402%0.000%10,56010,5602025-06-30
UBS Group AG0.135%58.348%3,5471,3072025-06-30
Advisor Group Holdings, Inc.0.102%-3.123%2,668-862025-06-30
Nisa Investment Advisors, L.L.C.0.008%0.000%1,52202022-12-31
Banque Transatlantique0.019%0.000%5005002025-03-31
Bank of Oklahoma National Association0.019%-4.826%493-252025-06-30
BlackRock Inc0.018%-49.222%424-4112023-09-30
Tower Research Capital LLC0.014%-37.221%366-2172025-06-30
Advisory Services Network, LLC0.013%0.000%2902902023-03-31
IFP Advisors, LLC0.012%0.000%2832832023-03-31
Sunbelt Securities0.009%197.436%2321542025-06-30
Washington Trust Advisors, Inc.0.009%0.000%22402025-06-30
Royal Bank of Canada0.008%0.000%2052052025-03-31
Global Retirement Partners, LLC.0.007%0.000%19302025-06-30
PNC Financial Services Group Inc0.007%168.254%1691062023-09-30
Belpointe Asset Management LLC0.006%0.000%1421422023-03-31
Nbc Securities Inc0.006%0.000%1381382023-09-30
WealthPlan Investment Management, LLC0.005%0.000%12502023-06-30
Kalos Management Inc0.005%0.000%1241242023-03-31
Transce3nd, LLC0.004%0.000%11602025-03-31
Feltz Wealth PLAN Inc.0.004%0.000%97972023-03-31
Hanson Mcclain Inc0.004%0.000%9302023-06-30
Ronald Blue Trust, Inc.0.003%0.000%8102025-06-30
Newbridge Financial Services Group, Inc.0.003%-34.746%77-412025-06-30
POM Investment Strategies, LLC0.003%0.000%76762025-06-30
Ameritas Advisory Services, LLC0.003%0.000%71712025-06-30
Bank of America Corp0.003%-20.000%68-172025-06-30
Wells Fargo & Co0.003%126.667%68382025-06-30
Morgan Stanley - Brokerage Accounts0.003%0.000%6602025-06-30
HARBOUR INVESTMENTS, INC.0.003%0.000%58582023-03-31
NCP Inc.0.002%0.000%4702024-09-30
CWM, LLC duplicate0.002%-76.596%44-1442025-06-30
Genworth Financial Wealth Mgmt Inc0.002%0.000%41412025-03-31
Huntington National Bank0.001%0.000%29292025-03-31
Rise Advisors, LLC0.001%0.000%25252023-03-31
Castleview Partners, LLC0.000%0.000%1002024-06-30
JPMorgan Chase & Co0.000%0.000%302025-06-30
AE Wealth Management LLC0.000%-100.000%0-10,3682024-03-31
Amvescap Plc.0.000%-100.000%0-41,9392022-12-31
Beacon Capital Management, LLC0.000%-100.000%0-1022023-12-31
Creative Financial Designs Inc0.000%-100.000%0-4092022-12-31
First Pacific Financial0.000%-100.000%0-952024-12-31
FMR Inc0.000%-100.000%0-252024-12-31
Geneos Wealth Management Inc0.000%-100.000%0-6,3722022-12-31
Global Wealth Management Investment Advisory, Inc.0.000%-100.000%0-372024-03-31
JAMISON PRIVATE WEALTH MANAGEMENT INC0.000%-100.000%0-852024-09-30
Kozak & Associates, Inc.0.000%-100.000%0-1542023-12-31
Milestone Group, Inc.0.000%-100.000%0-132025-03-31
Millennium Management LLC0.000%-100.000%0-80,9822022-12-31
National Asset Management Inc0.000%-100.000%0-21,2752022-12-31
Northern Trust Corp0.000%-100.000%0-24,2652022-12-31
Prospera Financial Services Inc0.000%-100.000%0-5,4742022-09-30
Salomon & Ludwin, LLC0.000%-100.000%0-622024-03-31
SIMPLEX TRADING, LLC0.000%-100.000%0-1,6212022-12-31
Sound Income Strategies, LLC0.000%-100.000%0-392023-03-31
Southeast Asset Advisors Inc.0.000%-100.000%0-16,8922022-12-31
Spire Wealth Management0.000%-100.000%0-2462022-12-31
State Street Corporation0.000%-100.000%0-37,7152022-12-31
Susquehanna International Group, LLP0.000%-100.000%0-14,8822022-12-31
TruNorth Capital Management, LLC0.000%-100.000%0-322024-09-30

Mutual Fund Ownership

Vanguard Institutional Extnd Mkt Idx Tr is the biggest individual fund holder of New York City REIT Inc (NYC), owning a total of 30 thousand shares. Combined, the top 46 mutual fund holders of NYC own 4.44% of the company with a total of 112 thousand shares.

In the latest ownership report on July 31st 2025, the top 46 fund holders increased their combined ownership of NYC by 14 thousand shares. 2 funds bought 193 total additional shares and increased their ownership by an average of 8.02%. However 4 funds sold 13,957 total shares and decreased their ownership by an average of 8.62%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding New York City REIT decreased by a net total of -13,764 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Institutional Extnd Mkt Idx Tr1.152%-31.302%30,302-13,8072025-07-31
Fidelity Extended Market Index0.375%-0.824%9,871-822025-07-31
Fidelity Total Market Index0.230%-0.214%6,059-132025-07-31
Fidelity Series Total Market Index0.105%0.000%2,75802025-07-31
Vanguard Total Stock Mkt Idx Inv0.097%-2.121%2,538-552025-07-31
Spartan Extended Market Index Pool F0.072%4.528%1,893822025-07-31
Spartan Total Market Index Pool G0.041%11.515%1,0751112025-07-31
Fidelity U.S. Equity Index Ins Trust0.001%0.000%1302025-07-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Institutional Extnd Mkt Idx Tr1.152%-31.302%30,302-13,8072025-07-31
Vanguard Extended Market Index Investor0.931%0.000%21,66902023-08-31
Fidelity Extended Market Index0.375%-0.824%9,871-822025-07-31
Fidelity® Extended Market Index0.269%0.000%6,28602023-11-30
Fidelity Total Market Index0.230%-0.214%6,059-132025-07-31
Invesco FTSE RAFI US 1500 Small-Mid ETF0.224%0.000%5,17102023-02-28
Fidelity Series Total Market Index0.105%0.000%2,75802025-07-31
Fidelity® Total Market Index0.118%0.000%2,75102023-11-30
Vanguard Total Stock Mkt Idx Inv0.097%-2.121%2,538-552025-07-31
Fidelity® Series Total Market Index0.097%0.000%2,26602023-11-30
Spartan Extended Market Index Pool F0.072%4.528%1,893822025-07-31
Vanguard US Total Market Shares ETF0.068%0.000%1,77702024-09-30
Spartan Extended Market Index Pool E0.064%5.545%1,694892025-03-31
NT Ext Equity Mkt Idx Fd - NL0.071%0.000%1,65002023-09-30
Northern Trust Extended Eq Market Idx0.051%0.000%1,33302025-06-30
NT Ext Equity Mkt Idx Fd - L0.051%0.000%1,33302025-06-30
NT Ext Equity Mkt Idx Fd - DC - NL - T20.057%-4.752%1,323-662023-09-30
Spartan Total Market Index Pool G0.041%11.515%1,0751112025-07-31
USAA Extended Market Index0.005%-23.367%997-3042022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr0.037%-98.127%925-48,4682023-10-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.040%0.000%92502023-10-31
Dimensional US Small Cap CIT Class S0.005%0.000%9009002022-12-31
Schwab Total Stock Market Index0.034%0.000%77302023-02-28
Spartan Total Market Index Pool E0.028%0.000%73002025-03-31
Vanguard U.S. Eq Idx £ Acc0.023%0.000%54002023-10-31
SSgA U.S. Extended Market Index Class I0.019%0.000%43702023-09-30
State St US Extended Mkt Indx NL Cl C0.019%0.000%43702023-10-31
iShares Micro-Cap ETF0.018%-46.968%411-3642023-06-30
NT Ext Eq Mkt Indx Fd DC Lending Tier 50.014%17.500%376562025-06-30
NT Ext Eq Mkt Indx Fd DC Lend T30.012%0.000%3183182024-12-31
NT Ext Eq Mkt Indx Fd DC Lend T40.012%0.000%3183182024-12-31
1290 VT Micro Cap K0.012%0.000%27102023-05-31
DFA Global Real Estate Securities Cl F0.010%0.000%23702023-10-31
Vanguard Balanced Index Inv0.009%-79.445%200-7732023-11-30
Dimensional World Equity GBP Acc0.008%0.513%19612023-10-31
Dimensional Global Core Equity USD Acc0.008%0.000%19202023-10-31
Dimensional Global Small Coms USD Acc0.008%0.000%19202023-10-31
State St US Ttl Mkt Indx NL Cl C0.008%0.000%18702023-04-30
Dimensional Global Sust Cor Eq USD Acc0.008%0.000%17502023-10-31
Northern Trust Wilshire 50000.005%0.000%13902025-06-30
NT US Market Cap Idx Fd - L0.006%0.000%13002023-09-30
SSgA U.S. Total Market Index Strategy0.006%-5.839%129-82023-09-30
DFA US Core Equity Class F0.004%0.000%9502025-06-30
BlackRock Extended Mkt Composite0.003%0.000%8602023-09-30
BNYM Mellon SL Mkt Completion Fd0.004%-1.191%83-12023-09-30
Fidelity U.S. Equity Index Ins Trust0.001%0.000%1302025-07-31

Discussions

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MonsterEnergyDranks5/15/25 02:04pm

$NYC Looks like a solid reversal - retesting support right now
definitely thinking about swinging this

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