Carson Advisory’s SL Green Realty SLG Stock Holding History

Carson Advisory’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	$821K	Buy	22,213 +700	+3%	+$29.1K	0.43%	57
2025 Q4	$987K	Sell	21,513 -118	-0.5%	-$5.83K	0.51%	49
2025 Q3	$1.29M	Sell	21,631 -97	-0.4%	-$5.74K	0.7%	30
2025 Q2	$1.34M	Buy	21,728 +353	+2%	+$20.2K	0.85%	29
2025 Q1	$1.23M	Sell	21,375 -296	-1%	-$18.7K	0.83%	30
2024 Q4	$1.47M	Sell	21,671 -1,868	-8%	-$138K	1.02%	27
2024 Q3	$1.64M	Sell	23,539 -2,233	-9%	-$143K	1.03%	24
2024 Q2	$1.46M	Sell	25,772 -1,124	-4%	-$59.2K	1.02%	24
2024 Q1	$1.48M	Sell	26,896 -894	-3%	-$42.4K	1.04%	24
2023 Q4	$1.26M	Sell	27,790 -844	-3%	-$31.1K	0.98%	27
2023 Q3	$1.07M	Sell	28,634 -314	-1%	-$11.3K	0.94%	29
2023 Q2	$870K	Buy	28,948 +1,492	+5%	+$36K	0.73%	37
2023 Q1	$646K	Buy	+27,456	New	+$926K	0.57%	57
2022 Q4	–	Sell	-21,341	Closed	-$857K	–	143
2022 Q3	$857K	Buy	21,341 +7,580	+55%	+$352K	0.95%	31
2022 Q2	$635K	Buy	13,761 +4,912	+56%	+$312K	0.71%	42
2022 Q1	$718K	Buy	8,849 +793	+10%	+$62.4K	0.71%	41
2021 Q4	$595K	Buy	+8,056	New	+$593K	0.6%	47

Other funds holding SLG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Alyeska Investment Group

Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

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

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

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