NFG
GTY

Next Financial Group’s Getty Realty Corp GTY Stock Holding History

Next Financial Group’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
2021
Q4 		$63K Buy
1,947
+343
+21% +$10.8K ﹤0.01% 1371
2021
Q3 		$48K Buy
1,604
+309
+24% +$9.65K ﹤0.01% 1424
2021
Q2 		$41K Sell
1,295
-8
-0.6% -$250 ﹤0.01% 1476
2021
Q1 		$37K Sell
1,303
-104
-7% -$2.91K ﹤0.01% 1398
2020
Q4 		$39K Buy
1,407
+579
+70% +$16.1K ﹤0.01% 1278
2020
Q3 		$22K Buy
+828
New +$23.9K ﹤0.01% 1372
2014
Q4 		– Sell
-203
Closed -$3K – 2074
2014
Q3 		$3K Hold
203
– – ﹤0.01% 2218
2014
Q2 		$4K Buy
+203
New +$3.84K ﹤0.01% 979

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Next Financial Group's GTY Position: Q4 2021 in Review

Next Financial Group increased its Getty Realty Corp (GTY) stake by 21% in Q4 2021, buying an estimated $10.8K and bringing the position to 1,947 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Next Financial Group first reported a position in GTY in Q2 2014 and has held it in 8 quarters since. 216 funds tracked by Wall St. Rank hold GTY as of Q4 2021.

  • Next Financial Group held 1,947 shares of Getty Realty Corp worth $63K as of Q4 2021.
  • Next Financial Group bought 343 Getty Realty Corp shares in Q4 2021, an estimated $10.8K.
  • Getty Realty Corp made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1371 holding.
  • Next Financial Group first reported a position in Getty Realty Corp in Q2 2014 and has held it in 8 quarters since.
  • 216 funds tracked by Wall St. Rank held Getty Realty Corp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.