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Pacific Capital Wealth Advisors’s SL Green Realty SLG Stock Holding History

Pacific Capital Wealth Advisors’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
Q1 		– Sell
-29
Closed -$1.97K – 319
2024
Q4 		$1.97K Hold
29
– – ﹤0.01% 349
2024
Q3 		$2.02K Hold
29
– – ﹤0.01% 400
2024
Q2 		$1.64K Hold
29
– – ﹤0.01% 449
2024
Q1 		$1.6K Hold
29
– – ﹤0.01% 459
2023
Q4 		$1.31K Buy
+29
New +$1.07K ﹤0.01% 301

Other funds holding SLG

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Pacific Capital Wealth Advisors's SLG Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of SL Green Realty (SLG) in Q1 2025, closing a stake of 29 shares — an estimated $1.97K sold.

Pacific Capital Wealth Advisors first reported a position in SLG in Q4 2023 and held it in 5 quarters. The position peaked at $2.02K in Q3 2024. 333 funds tracked by Wall St. Rank hold SLG as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining SL Green Realty position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 29 SL Green Realty shares in Q1 2025, an estimated $1.97K.
  • Pacific Capital Wealth Advisors first reported a position in SL Green Realty in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's SL Green Realty position peaked at $2.02K in Q3 2024.
  • 333 funds tracked by Wall St. Rank held SL Green Realty as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.