Pinnacle Wealth Planning Services’s SL Green Realty SLG Stock Holding History

Pinnacle Wealth Planning Services’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
2026 Q1	$86.2K	Sell	2,334 -111	-5%	-$4.62K	0.01%	873
2025 Q4	$112K	Buy	+2,445	New	+$121K	0.01%	718
2025 Q3	–	Sell	-3,462	Closed	-$214K	–	508
2025 Q2	$214K	Buy	+3,462	New	+$198K	0.03%	401
2024 Q4	–	Sell	-3,190	Closed	-$222K	–	539
2024 Q3	$222K	Buy	+3,190	New	+$205K	0.03%	424
2021 Q1	–	Sell	-416	Closed	-$26K	–	1684
2020 Q4	$26K	Buy	+416	New	+$22K	0.01%	1059

Other funds holding SLG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Wealth Planning Services's SLG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its SL Green Realty (SLG) stake by 4.5% in Q1 2026, selling an estimated $4.62K and leaving 2,334 shares worth $86.2K. The position accounts for 0.01% of the portfolio, ranked #873.

Pinnacle Wealth Planning Services first reported a position in SLG in Q4 2020 and has held it in 5 quarters since. The position peaked at $222K in Q3 2024. 327 funds tracked by Wall St. Rank hold SLG as of Q1 2026.

Pinnacle Wealth Planning Services held 2,334 shares of SL Green Realty worth $86.2K as of Q1 2026.
Pinnacle Wealth Planning Services sold 111 SL Green Realty shares in Q1 2026, an estimated $4.62K.
SL Green Realty made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #873 holding.
Pinnacle Wealth Planning Services first reported a position in SL Green Realty in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's SL Green Realty position peaked at $222K in Q3 2024.
327 funds tracked by Wall St. Rank held SL Green Realty as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.