PFA
GTY

Peak Financial Advisors’s Getty Realty Corp GTY Stock Holding History

Peak Financial 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
2023
Q2 		– Sell
-7,264
Closed -$262K – 71
2023
Q1 		$262K Buy
7,264
+546
+8% +$19.1K 0.22% 47
2022
Q4 		$227K Buy
+6,718
New +$212K 0.21% 57

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peak Financial Advisors's GTY Position: Q2 2023 in Review

Peak Financial Advisors sold out of Getty Realty Corp (GTY) in Q2 2023, closing a stake of 7,264 shares — an estimated $262K sold.

Peak Financial Advisors first reported a position in GTY in Q4 2022 and held it in 2 quarters. The position peaked at $262K in Q1 2023. 225 funds tracked by Wall St. Rank hold GTY as of Q2 2023.

  • Peak Financial Advisors reported no remaining Getty Realty Corp position as of Q2 2023 after selling out during the quarter.
  • Peak Financial Advisors sold 7,264 Getty Realty Corp shares in Q2 2023, an estimated $262K.
  • Peak Financial Advisors first reported a position in Getty Realty Corp in Q4 2022 and held it in 2 quarters.
  • Peak Financial Advisors's Getty Realty Corp position peaked at $262K in Q1 2023.
  • 225 funds tracked by Wall St. Rank held Getty Realty Corp as of Q2 2023.

Based on Peak Financial Advisors's 13F filing for Q2 2023, filed 11 Jul 2023.