BerganKDV Wealth Management’s Getty Realty Corp GTY Stock Holding History

BerganKDV Wealth Management’s Portfolio GTY Stock Details GTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$96.4K	Hold	2,850	–	–	0.01%	304
2023 Q1	$103K	Hold	2,850	–	–	0.01%	313
2022 Q4	$96.5K	Hold	2,850	–	–	0.01%	311
2022 Q3	$77K	Hold	2,850	–	–	0.01%	324
2022 Q2	$76K	Hold	2,850	–	–	0.01%	333
2022 Q1	$82K	Hold	2,850	–	–	0.01%	333
2021 Q4	$91K	Hold	2,850	–	–	0.01%	344
2021 Q3	$84K	Hold	2,850	–	–	0.01%	339
2021 Q2	$89K	Hold	2,850	–	–	0.01%	322
2021 Q1	$81K	Hold	2,850	–	–	0.01%	319
2020 Q4	$78K	Hold	2,850	–	–	0.01%	303
2020 Q3	$74K	Hold	2,850	–	–	0.01%	295
2020 Q2	$85K	Hold	2,850	–	–	0.01%	286
2020 Q1	$68K	Hold	2,850	–	–	0.01%	288
2019 Q4	$94K	Hold	2,850	–	–	0.02%	280
2019 Q3	$91K	Buy	+2,850	New	+$88.1K	0.02%	268
2019 Q2	–	Hold	0	–	–	–	275
2019 Q1	–	Hold	0	–	–	–	287
2018 Q4	–	Hold	0	–	–	–	256
2018 Q3	–	Hold	0	–	–	–	271
2018 Q2	–	Hold	0	–	–	–	268

Other funds holding GTY

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

BerganKDV Wealth Management's GTY Position: Q2 2023 in Review

BerganKDV Wealth Management held its Getty Realty Corp (GTY) position steady in Q2 2023 at 2,850 shares worth $96.4K. The position accounts for 0.01% of the portfolio, ranked #304.

BerganKDV Wealth Management first reported a position in GTY in Q3 2019 and has held it in 16 quarters since. The position peaked at $103K in Q1 2023. 225 funds tracked by Wall St. Rank hold GTY as of Q2 2023.

BerganKDV Wealth Management held 2,850 shares of Getty Realty Corp worth $96.4K as of Q2 2023.
BerganKDV Wealth Management left its Getty Realty Corp share count unchanged in Q2 2023.
Getty Realty Corp made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #304 holding.
BerganKDV Wealth Management first reported a position in Getty Realty Corp in Q3 2019 and has held it in 16 quarters since.
BerganKDV Wealth Management's Getty Realty Corp position peaked at $103K in Q1 2023.
225 funds tracked by Wall St. Rank held Getty Realty Corp as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.