MWM
GTY

Moran Wealth Management’s Getty Realty Corp GTY Stock Holding History

Moran 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
2024
Q1 		– Sell
-54,260
Closed -$1.59M – 429
2023
Q4 		$1.59M Sell
54,260
-54,483
-50% -$1.54M 0.06% 264
2023
Q3 		$3.02M Sell
108,743
-20,903
-16% -$650K 0.12% 187
2023
Q2 		$4.38M Buy
129,646
+4,687
+4% +$159K 0.16% 170
2023
Q1 		$4.5M Buy
124,959
+91,623
+275% +$3.21M 0.17% 164
2022
Q4 		$1.13M Buy
+33,336
New +$1.05M 0.04% 250

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Moran Wealth Management's GTY Position: Q1 2024 in Review

Moran Wealth Management sold out of Getty Realty Corp (GTY) in Q1 2024, closing a stake of 54,260 shares — an estimated $1.59M sold.

Moran Wealth Management first reported a position in GTY in Q4 2022 and held it in 5 quarters. The position peaked at $4.5M in Q1 2023. 220 funds tracked by Wall St. Rank hold GTY as of Q1 2024.

  • Moran Wealth Management reported no remaining Getty Realty Corp position as of Q1 2024 after selling out during the quarter.
  • Moran Wealth Management sold 54,260 Getty Realty Corp shares in Q1 2024, an estimated $1.59M.
  • Moran Wealth Management first reported a position in Getty Realty Corp in Q4 2022 and held it in 5 quarters.
  • Moran Wealth Management's Getty Realty Corp position peaked at $4.5M in Q1 2023.
  • 220 funds tracked by Wall St. Rank held Getty Realty Corp as of Q1 2024.

Based on Moran Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.