BWL
GTY

Bogart Wealth LLC’s Getty Realty Corp GTY Stock Holding History

Bogart Wealth LLC’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
2024
Q4 		– Sell
-80
Closed -$2.55K – 1354
2024
Q3 		$2.55K Buy
80
+15
+23% +$459 ﹤0.01% 944
2024
Q2 		$1.74K Buy
+65
New +$1.77K ﹤0.01% 950
2023
Q2 		– Sell
-69
Closed -$2.49K – 1079
2023
Q1 		$2.49K Buy
+69
New +$2.42K ﹤0.01% 876

Other funds holding GTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bogart Wealth LLC's GTY Position: Q4 2024 in Review

Bogart Wealth LLC sold out of Getty Realty Corp (GTY) in Q4 2024, closing a stake of 80 shares — an estimated $2.55K sold.

Bogart Wealth LLC first reported a position in GTY in Q1 2023 and held it in 3 quarters. The position peaked at $2.55K in Q3 2024. 258 funds tracked by Wall St. Rank hold GTY as of Q4 2024.

  • Bogart Wealth LLC reported no remaining Getty Realty Corp position as of Q4 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 80 Getty Realty Corp shares in Q4 2024, an estimated $2.55K.
  • Bogart Wealth LLC first reported a position in Getty Realty Corp in Q1 2023 and held it in 3 quarters.
  • Bogart Wealth LLC's Getty Realty Corp position peaked at $2.55K in Q3 2024.
  • 258 funds tracked by Wall St. Rank held Getty Realty Corp as of Q4 2024.

Based on Bogart Wealth LLC's 13F filing for Q4 2024, filed 30 Jan 2025.