RIA
NYRT

Regal Investment Advisors’s New York REIT, Inc. NYRT Stock Holding History

Regal Investment Advisors’s Portfolio NYRT Stock Details NYRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-68
Closed -$6K – 995
2015
Q3 		$6K Buy
68
+1
+1% +$100 ﹤0.01% 790
2015
Q2 		$6K Buy
+67
New +$6.54K ﹤0.01% 735

Other funds holding NYRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
SCM
Sorin Capital Management Stamford, Connecticut $202M AUM 2.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Regal Investment Advisors's NYRT Position: Q4 2015 in Review

Regal Investment Advisors sold out of New York REIT, Inc. (NYRT) in Q4 2015, closing a stake of 68 shares — an estimated $6K sold.

Regal Investment Advisors first reported a position in NYRT in Q2 2015 and held it in 2 quarters. The position peaked at $6K in Q3 2015. 180 funds tracked by Wall St. Rank hold NYRT as of Q4 2015.

  • Regal Investment Advisors reported no remaining New York REIT, Inc. position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 68 New York REIT, Inc. shares in Q4 2015, an estimated $6K.
  • Regal Investment Advisors first reported a position in New York REIT, Inc. in Q2 2015 and held it in 2 quarters.
  • Regal Investment Advisors's New York REIT, Inc. position peaked at $6K in Q3 2015.
  • 180 funds tracked by Wall St. Rank held New York REIT, Inc. as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.