AllSquare Wealth Management’s One Liberty Properties OLP Stock Holding History

AllSquare Wealth Management’s Portfolio OLP Stock Details OLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$66	Hold	3	–	–	﹤0.01%	528
2025 Q2	$72	Hold	3	–	–	﹤0.01%	526
2025 Q1	$79	Hold	3	–	–	﹤0.01%	525
2024 Q4	$82	Hold	3	–	–	﹤0.01%	526
2024 Q3	$83	Hold	3	–	–	﹤0.01%	527
2024 Q2	$70	Hold	3	–	–	﹤0.01%	523
2024 Q1	$68	Hold	3	–	–	﹤0.01%	524
2023 Q4	$66	Hold	3	–	–	﹤0.01%	523
2023 Q3	$57	Hold	3	–	–	﹤0.01%	532
2023 Q2	$60	Hold	3	–	–	﹤0.01%	552
2023 Q1	$69	Hold	3	–	–	﹤0.01%	544
2022 Q4	$67	Hold	3	–	–	﹤0.01%	521
2022 Q3	$0	Hold	3	–	–	﹤0.01%	524
2022 Q2	$0	Hold	3	–	–	﹤0.01%	521
2022 Q1	$0	Hold	3	–	–	﹤0.01%	525
2021 Q4	$0	Hold	3	–	–	﹤0.01%	504
2021 Q3	$0	Hold	3	–	–	﹤0.01%	501
2021 Q2	$0	Hold	3	–	–	﹤0.01%	510
2021 Q1	$0	Hold	3	–	–	﹤0.01%	503
2020 Q4	$0	Sell	3 -792	-100%	-$14.2K	﹤0.01%	478
2020 Q3	$13K	Buy	795 +8	+1%	+$143	0.01%	312
2020 Q2	$14K	Hold	787	–	–	0.01%	296
2020 Q1	$11K	Hold	787	–	–	0.01%	298
2019 Q4	$21K	Hold	787	–	–	0.01%	260
2019 Q3	$22K	Hold	787	–	–	0.02%	252
2019 Q2	$23K	Hold	787	–	–	0.02%	253
2019 Q1	$23K	Hold	787	–	–	0.02%	248
2018 Q4	$19K	Hold	787	–	–	0.02%	250
2018 Q3	$22K	Hold	787	–	–	0.02%	259
2018 Q2	$21K	Buy	+787	New	+$19.5K	0.02%	270

Other funds holding OLP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllSquare Wealth Management's OLP Position: Q3 2025 in Review

AllSquare Wealth Management held its One Liberty Properties (OLP) position steady in Q3 2025 at 3 shares worth $66. The position accounts for ﹤0.01% of the portfolio, ranked #528.

AllSquare Wealth Management first reported a position in OLP in Q2 2018 and has held it in 30 quarters since. The position peaked at $23K in Q2 2019. 120 funds tracked by Wall St. Rank hold OLP as of Q3 2025.

AllSquare Wealth Management held 3 shares of One Liberty Properties worth $66 as of Q3 2025.
AllSquare Wealth Management left its One Liberty Properties share count unchanged in Q3 2025.
One Liberty Properties made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #528 holding.
AllSquare Wealth Management first reported a position in One Liberty Properties in Q2 2018 and has held it in 30 quarters since.
AllSquare Wealth Management's One Liberty Properties position peaked at $23K in Q2 2019.
120 funds tracked by Wall St. Rank held One Liberty Properties as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.