SAG
NYC

SageView Advisory Group’s American Strategic Investment Co NYC Stock Holding History

SageView Advisory Group’s Portfolio NYC Stock Details NYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$6.08K Buy
+734
New +$6.35K ﹤0.01% 1902

Other funds holding NYC

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.24B AUM 22.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

SageView Advisory Group's NYC Position: Q4 2025 in Review

SageView Advisory Group opened a new position in American Strategic Investment Co (NYC) in Q4 2025: 734 shares worth $6.08K. The stake represents ﹤0.01% of the portfolio and ranks #1902 among its holdings.

18 funds tracked by Wall St. Rank hold NYC as of Q4 2025.

  • SageView Advisory Group held 734 shares of American Strategic Investment Co worth $6.08K as of Q4 2025.
  • American Strategic Investment Co was a new SageView Advisory Group position in Q4 2025.
  • American Strategic Investment Co made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1902 holding.
  • 18 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.