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Private Wealth Management Group’s Getty Realty Corp GTY Stock Holding History

Private Wealth Management 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
2025
Q4 		– Sell
-26
Closed -$698 – 1499
2025
Q3 		$698 Hold
26
– – ﹤0.01% 1368
2025
Q2 		$719 Buy
+26
New +$745 ﹤0.01% 1349

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

Private Wealth Management Group's GTY Position: Q4 2025 in Review

Private Wealth Management Group sold out of Getty Realty Corp (GTY) in Q4 2025, closing a stake of 26 shares — an estimated $698 sold.

Private Wealth Management Group first reported a position in GTY in Q2 2025 and held it in 2 quarters. The position peaked at $719 in Q2 2025. 296 funds tracked by Wall St. Rank hold GTY as of Q4 2025.

  • Private Wealth Management Group reported no remaining Getty Realty Corp position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 26 Getty Realty Corp shares in Q4 2025, an estimated $698.
  • Private Wealth Management Group first reported a position in Getty Realty Corp in Q2 2025 and held it in 2 quarters.
  • Private Wealth Management Group's Getty Realty Corp position peaked at $719 in Q2 2025.
  • 296 funds tracked by Wall St. Rank held Getty Realty Corp as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.