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Mount Yale Investment Advisors’s Getty Realty Corp GTY Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-1,357
Closed -$37.5K – 1055
2025
Q2 		$37.5K Buy
+1,357
New +$38.9K ﹤0.01% 893

Other funds holding GTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Yale Investment Advisors's GTY Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Getty Realty Corp (GTY) in Q3 2025, closing a stake of 1,357 shares — an estimated $37.5K sold.

Mount Yale Investment Advisors first reported a position in GTY in Q2 2025 and held it in 1 quarter. The position peaked at $37.5K in Q2 2025. 264 funds tracked by Wall St. Rank hold GTY as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Getty Realty Corp position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,357 Getty Realty Corp shares in Q3 2025, an estimated $37.5K.
  • Mount Yale Investment Advisors first reported a position in Getty Realty Corp in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Getty Realty Corp position peaked at $37.5K in Q2 2025.
  • 264 funds tracked by Wall St. Rank held Getty Realty Corp as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.