IFWM
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Institute for Wealth Management’s SL Green Realty SLG Stock Holding History

Institute for 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
2026
Q2 		$56.2K Buy
+1,086
New +$48.5K 0.01% 843
2020
Q1 		– Sell
-2,881
Closed -$256K – 634
2019
Q4 		$256K Buy
+2,881
New +$237K 0.06% 378

Other funds holding SLG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in SL Green Realty (SLG) in Q2 2026: 1,086 shares worth $56.2K. The stake represents 0.01% of the portfolio and ranks #843 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SLG as recently as Q4 2019.

Institute for Wealth Management first reported a position in SLG in Q4 2019 and has held it in 2 quarters since. The position peaked at $256K in Q4 2019. 357 funds tracked by Wall St. Rank hold SLG as of Q2 2026.

  • Institute for Wealth Management held 1,086 shares of SL Green Realty worth $56.2K as of Q2 2026.
  • SL Green Realty was a new Institute for Wealth Management position in Q2 2026.
  • SL Green Realty made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #843 holding.
  • Institute for Wealth Management first reported a position in SL Green Realty in Q4 2019 and has held it in 2 quarters since.
  • Institute for Wealth Management's SL Green Realty position peaked at $256K in Q4 2019.
  • 357 funds tracked by Wall St. Rank held SL Green Realty as of Q2 2026.

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