Avidian Wealth Enterprises’s SL Green Realty SLG Stock Holding History

Avidian Wealth Enterprises’s Portfolio SLG Stock Details SLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,023	Closed	-$230K	–	694
2025 Q4	$230K	Sell	5,023 -140	-3%	-$6.91K	0.01%	531
2025 Q3	$309K	Sell	5,163 -363	-7%	-$21.5K	0.01%	462
2025 Q2	$342K	Sell	5,526 -47	-0.8%	-$2.69K	0.01%	413
2025 Q1	$322K	Sell	5,573 -5	-0.1%	-$315	0.01%	401
2024 Q4	$379K	Sell	5,578 -94	-2%	-$6.95K	0.02%	353
2024 Q3	$395K	Buy	5,672 +10	+0.2%	+$642	0.02%	341
2024 Q2	$321K	Sell	5,662 -63	-1%	-$3.32K	0.01%	382
2024 Q1	$316K	Buy	5,725 +55	+1%	+$2.6K	0.02%	350
2023 Q4	$256K	Buy	+5,670	New	+$209K	0.02%	370

Other funds holding SLG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avidian Wealth Enterprises's SLG Position: Q1 2026 in Review

Avidian Wealth Enterprises sold out of SL Green Realty (SLG) in Q1 2026, closing a stake of 5,023 shares — an estimated $230K sold.

Avidian Wealth Enterprises first reported a position in SLG in Q4 2023 and held it in 9 quarters. The position peaked at $395K in Q3 2024. 327 funds tracked by Wall St. Rank hold SLG as of Q1 2026.

Avidian Wealth Enterprises reported no remaining SL Green Realty position as of Q1 2026 after selling out during the quarter.
Avidian Wealth Enterprises sold 5,023 SL Green Realty shares in Q1 2026, an estimated $230K.
Avidian Wealth Enterprises first reported a position in SL Green Realty in Q4 2023 and held it in 9 quarters.
Avidian Wealth Enterprises's SL Green Realty position peaked at $395K in Q3 2024.
327 funds tracked by Wall St. Rank held SL Green Realty as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.