IAA
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Independent Advisor Alliance’s SL Green Realty SLG Stock Holding History

Independent Advisor Alliance’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 		– Sell
-3,806
Closed -$220K – 926
2025
Q1 		$220K Sell
3,806
-21,126
-85% -$1.33M 0.01% 743
2024
Q4 		$1.69M Sell
24,932
-78
-0.3% -$5.77K 0.02% 560
2024
Q3 		$1.74M Sell
25,010
-301
-1% -$19.3K 0.06% 245
2024
Q2 		$1.43M Buy
25,311
+753
+3% +$39.7K 0.05% 270
2024
Q1 		$1.35M Buy
24,558
+1,628
+7% +$77.1K 0.05% 274
2023
Q4 		$1.04M Buy
+22,930
New +$845K 0.04% 304

Other funds holding SLG

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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Advisor Alliance's SLG Position: Q2 2025 in Review

Independent Advisor Alliance sold out of SL Green Realty (SLG) in Q2 2025, closing a stake of 3,806 shares — an estimated $220K sold.

Independent Advisor Alliance first reported a position in SLG in Q4 2023 and held it in 6 quarters. The position peaked at $1.74M in Q3 2024. 335 funds tracked by Wall St. Rank hold SLG as of Q2 2025.

  • Independent Advisor Alliance reported no remaining SL Green Realty position as of Q2 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,806 SL Green Realty shares in Q2 2025, an estimated $220K.
  • Independent Advisor Alliance first reported a position in SL Green Realty in Q4 2023 and held it in 6 quarters.
  • Independent Advisor Alliance's SL Green Realty position peaked at $1.74M in Q3 2024.
  • 335 funds tracked by Wall St. Rank held SL Green Realty as of Q2 2025.

Based on Independent Advisor Alliance's 13F filing for Q2 2025, filed 11 Aug 2025.