Integrated Wealth Concepts’s Transcontinental Realty Investors TCI Stock Holding History

Integrated Wealth Concepts’s Portfolio TCI Stock Details TCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,095	Closed	-$271K	–	1825
2024 Q4	$271K	Sell	9,095 -7,717	-46%	-$218K	﹤0.01%	1428
2024 Q3	$484K	Hold	16,812	–	–	0.01%	1099
2024 Q2	$466K	Hold	16,812	–	–	0.01%	1076
2024 Q1	$633K	Sell	16,812 -280	-2%	-$10.9K	0.01%	944
2023 Q4	$591K	Hold	17,092	–	–	0.01%	925
2023 Q3	$523K	Sell	17,092 -2,720	-14%	-$91.7K	0.01%	969
2023 Q2	$726K	Hold	19,812	–	–	0.01%	814
2023 Q1	$840K	Buy	+19,812	New	+$882K	0.02%	682

Other funds holding TCI

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Integrated Wealth Concepts's TCI Position: Q1 2025 in Review

Integrated Wealth Concepts sold out of Transcontinental Realty Investors (TCI) in Q1 2025, closing a stake of 9,095 shares — an estimated $271K sold.

Integrated Wealth Concepts first reported a position in TCI in Q1 2023 and held it in 8 quarters. The position peaked at $840K in Q1 2023. 40 funds tracked by Wall St. Rank hold TCI as of Q1 2025.

Integrated Wealth Concepts reported no remaining Transcontinental Realty Investors position as of Q1 2025 after selling out during the quarter.
Integrated Wealth Concepts sold 9,095 Transcontinental Realty Investors shares in Q1 2025, an estimated $271K.
Integrated Wealth Concepts first reported a position in Transcontinental Realty Investors in Q1 2023 and held it in 8 quarters.
Integrated Wealth Concepts's Transcontinental Realty Investors position peaked at $840K in Q1 2023.
40 funds tracked by Wall St. Rank held Transcontinental Realty Investors as of Q1 2025.

Based on Integrated Wealth Concepts's 13F filing for Q1 2025, filed 15 May 2025.