Global Retirement Partners’s American Strategic Investment Co NYC Stock Holding History

Global Retirement Partners’s Portfolio NYC Stock Details NYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.86K	Buy	+193	New	+$1.64K	﹤0.01%	4053
2025 Q4	$1.6K	Hold	193	–	–	﹤0.01%	3785
2025 Q3	$1.94K	Hold	193	–	–	﹤0.01%	3337
2025 Q2	$2.54K	Buy	+193	New	+$2.1K	﹤0.01%	3158
2024 Q4	$1.64K	Hold	193	–	–	﹤0.01%	3146
2024 Q3	$1.78K	Hold	193	–	–	﹤0.01%	2979
2024 Q2	$1.85K	Hold	193	–	–	﹤0.01%	2993
2024 Q1	$1.23K	Hold	193	–	–	﹤0.01%	2913
2023 Q4	$1.54K	Hold	193	–	–	﹤0.01%	2763
2023 Q3	$1.69K	Hold	193	–	–	﹤0.01%	2595
2023 Q2	$1.53K	Hold	193	–	–	﹤0.01%	2640
2023 Q1	$1.67K	Sell	193 -1	-0.5%	-$12	﹤0.01%	2564
2022 Q4	$2.74K	Hold	194	–	–	﹤0.01%	2245
2022 Q3	$5K	Buy	194 +94	+94%	+$2.92K	﹤0.01%	1945
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	1981
2022 Q1	$6K	Buy	+100	New	+$9.29K	﹤0.01%	1834

Other funds holding NYC

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Retirement Partners's NYC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in American Strategic Investment Co (NYC) in Q2 2026: 193 shares worth $1.86K. The stake represents ﹤0.01% of the portfolio and ranks #4053 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NYC as recently as Q4 2025.

Global Retirement Partners first reported a position in NYC in Q1 2022 and has held it in 16 quarters since. The position peaked at $6K in Q1 2022. 15 funds tracked by Wall St. Rank hold NYC as of Q2 2026.

Global Retirement Partners held 193 shares of American Strategic Investment Co worth $1.86K as of Q2 2026.
American Strategic Investment Co was a new Global Retirement Partners position in Q2 2026.
American Strategic Investment Co made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4053 holding.
Global Retirement Partners first reported a position in American Strategic Investment Co in Q1 2022 and has held it in 16 quarters since.
Global Retirement Partners's American Strategic Investment Co position peaked at $6K in Q1 2022.
15 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.