IFAM
GTY

Institutional & Family Asset Management’s Getty Realty Corp GTY Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$4.03K Hold
151
– – ﹤0.01% 523
2024
Q1 		$4.13K Hold
151
– – ﹤0.01% 517
2023
Q4 		$4.41K Sell
151
-18
-11% -$510 ﹤0.01% 493
2023
Q3 		$4.69K Hold
169
– – ﹤0.01% 474
2023
Q2 		$5.72K Hold
169
– – ﹤0.01% 460
2023
Q1 		$6.09K Buy
169
+47
+39% +$1.65K ﹤0.01% 450
2022
Q4 		$4.13K Buy
+122
New +$3.85K ﹤0.01% 491

Other funds holding GTY

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Institutional & Family Asset Management's GTY Position: Q2 2024 in Review

Institutional & Family Asset Management held its Getty Realty Corp (GTY) position steady in Q2 2024 at 151 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Institutional & Family Asset Management first reported a position in GTY in Q4 2022 and has held it in 7 quarters since. The position peaked at $6.09K in Q1 2023. 233 funds tracked by Wall St. Rank hold GTY as of Q2 2024.

  • Institutional & Family Asset Management held 151 shares of Getty Realty Corp worth $4.03K as of Q2 2024.
  • Institutional & Family Asset Management left its Getty Realty Corp share count unchanged in Q2 2024.
  • Getty Realty Corp made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #523 holding.
  • Institutional & Family Asset Management first reported a position in Getty Realty Corp in Q4 2022 and has held it in 7 quarters since.
  • Institutional & Family Asset Management's Getty Realty Corp position peaked at $6.09K in Q1 2023.
  • 233 funds tracked by Wall St. Rank held Getty Realty Corp as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.