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Ameritas Advisory Services’s American Strategic Investment Co NYC Stock Holding History

Ameritas Advisory Services’s Portfolio NYC Stock Details NYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-71
Closed -$933 – 2663
2025
Q2 		$933 Buy
+71
New +$774 ﹤0.01% 2634
2023
Q2 		– Sell
-90
Closed -$1.03K – 1888
2023
Q1 		$1.03K Buy
+90
New +$1.05K ﹤0.01% 2539

Other funds holding NYC

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ameritas Advisory Services's NYC Position: Q3 2025 in Review

Ameritas Advisory Services sold out of American Strategic Investment Co (NYC) in Q3 2025, closing a stake of 71 shares — an estimated $933 sold.

Ameritas Advisory Services first reported a position in NYC in Q1 2023 and held it in 2 quarters. The position peaked at $1.03K in Q1 2023. 18 funds tracked by Wall St. Rank hold NYC as of Q3 2025.

  • Ameritas Advisory Services reported no remaining American Strategic Investment Co position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 71 American Strategic Investment Co shares in Q3 2025, an estimated $933.
  • Ameritas Advisory Services first reported a position in American Strategic Investment Co in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's American Strategic Investment Co position peaked at $1.03K in Q1 2023.
  • 18 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.