New York City REIT Inc (NYC) Ownership

6.22 ↑0.13 (2.05%)
As of April 25, 2024, 3:44pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of New York City REIT Inc (NYC), owning a total of 74 thousand shares. Combined, the top 57 institutional holders of NYC own 6.05% of the company with a total of 340 thousand shares.

In the latest ownership report on December 31st 2023, the top 57 institutional holders increased their combined ownership of NYC by 7 thousand shares. 7 institutions bought 12,502 total additional shares and increased their ownership by an average of 9.14%. However 8 institutions sold 5,645 total shares and decreased their ownership by an average of 60.81%.

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 6,857 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Geode Capital Management, LLC0.734%9.866%17,6401,5842023-12-31
AE Wealth Management LLC0.431%0.000%10,36810,3682023-12-31
Advisor Group Holdings, Inc.0.105%-58.397%2,517-3,5332023-12-31
Tower Research Capital LLC0.030%-68.143%712-1,5232023-12-31
Coppell Advisory Solutions LLC0.020%0.000%4824822023-12-31
Sunbelt Securities0.014%-18.293%335-752023-12-31
Bank of America Corp0.010%4.587%228102023-12-31
Washington Trust Advisors, Inc.0.009%0.000%22402023-12-31
Global Retirement Partners, LLC.0.008%0.000%19302023-12-31
UBS Group AG0.006%8.088%147112023-12-31
CWM, LLC duplicate0.006%0.000%14502023-12-31
Newbridge Financial Services Group, Inc.0.005%-38.785%131-832023-12-31
Morgan Stanley - Brokerage Accounts0.005%41.463%116342023-12-31
Salomon & Ludwin, LLC0.003%0.000%6202023-12-31
Wells Fargo & Co0.002%-27.869%44-172023-12-31
Global Wealth Management Investment Advisory, Inc.0.002%-75.974%37-1172023-12-31
Milestone Group, Inc.0.001%0.000%13132023-12-31
Castleview Partners, LLC0.000%0.000%1002023-12-31
JPMorgan Chase & Co0.000%-98.985%2-1952023-12-31
Beacon Capital Management, LLC0.000%-100.000%0-1022023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc3.149%0.000%73,50002023-09-30
CAMBRIDGE Invest RESEARCH ADVISORS, INC.0.373%-0.584%57,238-3362022-09-30
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
Cresset Asset Management, LLC0.107%-6.676%19,794-1,4162022-09-30
Geode Capital Management, LLC0.734%9.866%17,6401,5842023-12-31
Kore Private Wealth LLC0.085%0.000%15,72002022-09-30
Handelsbanken Fonder AB0.073%0.000%13,38802022-09-30
AE Wealth Management LLC0.431%0.000%10,36810,3682023-12-31
Advisor Group Holdings, Inc.0.105%-58.397%2,517-3,5332023-12-31
Nisa Investment Advisors, L.L.C.0.008%0.000%1,52202022-12-31
Royal Bank of Canada0.036%13.451%835992023-09-30
Tower Research Capital LLC0.030%-68.143%712-1,5232023-12-31
Coppell Advisory Solutions LLC0.020%0.000%4824822023-12-31
BlackRock Inc0.018%-49.222%424-4112023-09-30
Sunbelt Securities0.014%-18.293%335-752023-12-31
Advisory Services Network, LLC0.013%0.000%2902902023-03-31
IFP Advisors, LLC0.012%0.000%2832832023-03-31
Bank of America Corp0.010%4.587%228102023-12-31
Washington Trust Advisors, Inc.0.009%0.000%22402023-12-31
Global Retirement Partners, LLC.0.008%0.000%19302023-12-31
PNC Financial Services Group Inc0.007%168.254%1691062023-09-30
Kozak & Associates, Inc.0.007%0.000%15402023-09-30
UBS Group AG0.006%8.088%147112023-12-31
CWM, LLC duplicate0.006%0.000%14502023-12-31
Belpointe Asset Management LLC0.006%0.000%1421422023-03-31
Nbc Securities Inc0.006%0.000%1381382023-09-30
Newbridge Financial Services Group, Inc.0.005%-38.785%131-832023-12-31
WealthPlan Investment Management, LLC0.005%0.000%12502023-06-30
Kalos Management Inc0.005%0.000%1241242023-03-31
Morgan Stanley - Brokerage Accounts0.005%41.463%116342023-12-31
Feltz Wealth PLAN Inc.0.004%0.000%97972023-03-31
Hanson Mcclain Inc0.004%0.000%9302023-06-30
Salomon & Ludwin, LLC0.003%0.000%6202023-12-31
HARBOUR INVESTMENTS, INC.0.003%0.000%58582023-03-31
Wells Fargo & Co0.002%-27.869%44-172023-12-31
Global Wealth Management Investment Advisory, Inc.0.002%-75.974%37-1172023-12-31
Rise Advisors, LLC0.001%0.000%25252023-03-31
Milestone Group, Inc.0.001%0.000%13132023-12-31
Castleview Partners, LLC0.000%0.000%1002023-12-31
JPMorgan Chase & Co0.000%-98.985%2-1952023-12-31
Creative Financial Designs Inc0.000%-100.000%0-4092022-12-31
Southeast Asset Advisors Inc.0.000%-100.000%0-16,8922022-12-31
Susquehanna International Group, LLP0.000%-100.000%0-14,8822022-12-31
State Street Corporation0.000%-100.000%0-37,7152022-12-31
Geneos Wealth Management Inc0.000%-100.000%0-6,3722022-12-31
Spire Wealth Management0.000%-100.000%0-2462022-12-31
Sound Income Strategies, LLC0.000%-100.000%0-392023-03-31
SIMPLEX TRADING, LLC0.000%-100.000%0-1,6212022-12-31
Prospera Financial Services Inc0.000%-100.000%0-5,4742022-09-30
Beacon Capital Management, LLC0.000%-100.000%0-1022023-12-31
Northern Trust Corp0.000%-100.000%0-24,2652022-12-31
National Asset Management Inc0.000%-100.000%0-21,2752022-12-31
Millennium Management LLC0.000%-100.000%0-80,9822022-12-31
Amvescap Plc.0.000%-100.000%0-41,9392022-12-31

Mutual Fund Ownership

Vanguard Extended Market Index Investor is the biggest individual fund holder of New York City REIT Inc (NYC), owning a total of 22 thousand shares. Combined, the top 40 mutual fund holders of NYC own 3.00% of the company with a total of 72 thousand shares.

In the latest ownership report on February 29th 2024, the top 40 fund holders increased their combined ownership of NYC by 13 shares. 2 funds bought 68 total additional shares and increased their ownership by an average of 6.08%. However 1 funds sold 55 total shares and decreased their ownership by an average of 0.48%.

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

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Fidelity Extended Market Index0.473%-0.481%11,373-552024-02-29
Fidelity Total Market Index0.114%0.000%2,75102024-02-29
Fidelity Series Total Market Index0.094%0.000%2,26602024-02-29
Vanguard Institutional Extnd Mkt Idx Tr0.047%0.000%1,12602024-02-29
Vanguard Total Stock Mkt Idx Inv0.043%0.000%1,03502024-02-29
Spartan Total Market Index Pool E0.030%0.000%73002024-02-29
Spartan Extended Market Index Pool E0.021%12.168%507552024-02-29
Fidelity U.S. Equity Index Ins Trust0.001%0.000%13132024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Extended Market Index Investor0.931%0.000%21,66902023-08-31
Fidelity Extended Market Index0.473%-0.481%11,373-552024-02-29
Fidelity® Extended Market Index0.269%0.000%6,28602023-11-30
Invesco FTSE RAFI US 1500 Small-Mid ETF0.224%0.000%5,17102023-02-28
Fidelity® Total Market Index0.118%0.000%2,75102023-11-30
Fidelity Total Market Index0.114%0.000%2,75102024-02-29
Fidelity® Series Total Market Index0.097%0.000%2,26602023-11-30
Fidelity Series Total Market Index0.094%0.000%2,26602024-02-29
NT Ext Equity Mkt Idx Fd - NL0.071%0.000%1,65002023-09-30
Northern Trust Extended Eq Market Idx0.055%-11.955%1,333-1812023-12-31
NT Ext Equity Mkt Idx Fd - L0.055%-11.955%1,333-1812023-12-31
NT Ext Equity Mkt Idx Fd - DC - NL - T20.057%-4.752%1,323-662023-09-30
Vanguard Institutional Extnd Mkt Idx Tr0.047%0.000%1,12602024-02-29
Vanguard Total Stock Mkt Idx Inv0.043%0.000%1,03502024-02-29
USAA Extended Market Index0.005%-23.367%997-3042022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr0.039%-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 E0.030%0.000%73002024-02-29
Vanguard U.S. Eq Idx £ Acc0.023%0.000%54002023-10-31
Spartan Extended Market Index Pool E0.021%12.168%507552024-02-29
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
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 Small Coms USD Acc0.008%0.000%19202023-10-31
Dimensional Global Core Equity 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 50000.006%0.000%13002023-06-30
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
BlackRock Extended Mkt Composite0.004%0.000%8602023-09-30
BNYM Mellon SL Mkt Completion Fd0.004%-1.191%83-12023-09-30
NT Ext Eq Mkt Indx Fd DC Lending Tier 50.002%-27.397%53-202023-09-30
Fidelity U.S. Equity Index Ins Trust0.001%0.000%13132024-02-29

Discussions

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im_drank4/26/24 07:22am

$NYC let’s go down baby 😉

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ufcandstocks412/21/24 10:00pm

$NYC Markets about as efficient as a retirement home

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chickenEggs10/16/23 05:23am

$NYC Silly Bears tricks are for kids

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kairaae3/31/23 08:42pm

$NYC make it rain
let’s see some green

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TFTSeasonOne3/19/23 07:23pm

$NYC so tired of this pos let's fly already

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