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Congress Wealth Management’s SL Green Realty SLG Stock Holding History

Congress Wealth Management’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
2025
Q2 		$956K Buy
15,449
+5
+0% +$286 0.01% 721
2025
Q1 		$891K Buy
+15,444
New +$974K 0.01% 661

Other funds holding SLG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Congress Wealth Management's SLG Position: Q2 2025 in Review

Congress Wealth Management increased its SL Green Realty (SLG) stake by 0.03% in Q2 2025, buying an estimated $286 and bringing the position to 15,449 shares worth $956K. The position accounts for 0.01% of the portfolio, ranked #721.

Congress Wealth Management first reported a position in SLG in Q1 2025 and has held it in 2 quarters since. 335 funds tracked by Wall St. Rank hold SLG as of Q2 2025.

  • Congress Wealth Management held 15,449 shares of SL Green Realty worth $956K as of Q2 2025.
  • Congress Wealth Management bought 5 SL Green Realty shares in Q2 2025, an estimated $286.
  • SL Green Realty made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #721 holding.
  • Congress Wealth Management first reported a position in SL Green Realty in Q1 2025 and has held it in 2 quarters since.
  • 335 funds tracked by Wall St. Rank held SL Green Realty as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.