Montag & Associates’s SL Green Realty SLG Stock Holding History

Montag & Associates’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 Q4	–	Sell	-16	Closed	-$957	–	1138
2025 Q3	$957	Buy	+16	New	+$947	﹤0.01%	1022

Other funds holding SLG

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

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

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Montag & Associates's SLG Position: Q4 2025 in Review

Montag & Associates sold out of SL Green Realty (SLG) in Q4 2025, closing a stake of 16 shares — an estimated $957 sold.

Montag & Associates first reported a position in SLG in Q3 2025 and held it in 1 quarter. The position peaked at $957 in Q3 2025. 332 funds tracked by Wall St. Rank hold SLG as of Q4 2025.

Montag & Associates reported no remaining SL Green Realty position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 16 SL Green Realty shares in Q4 2025, an estimated $957.
Montag & Associates first reported a position in SL Green Realty in Q3 2025 and held it in 1 quarter.
Montag & Associates's SL Green Realty position peaked at $957 in Q3 2025.
332 funds tracked by Wall St. Rank held SL Green Realty as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.