Institute for Wealth Management’s Getty Realty Corp GTY Stock Holding History

Institute for Wealth Management’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
2026 Q2	$39.3K	Buy	+1,179	New	+$39.1K	﹤0.01%	937

Other funds holding GTY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FNF

Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Institute for Wealth Management's GTY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Getty Realty Corp (GTY) in Q2 2026: 1,179 shares worth $39.3K. The stake represents ﹤0.01% of the portfolio and ranks #937 among its holdings.

144 funds tracked by Wall St. Rank hold GTY as of Q2 2026.

Institute for Wealth Management held 1,179 shares of Getty Realty Corp worth $39.3K as of Q2 2026.
Getty Realty Corp was a new Institute for Wealth Management position in Q2 2026.
Getty Realty Corp made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #937 holding.
144 funds tracked by Wall St. Rank held Getty Realty Corp as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.