Summit Place Financial Advisors’s SL Green Realty SLG Stock Holding History

Summit Place Financial Advisors’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	$1.09M	Buy	29,440 +120	+0.4%	+$5K	0.52%	63
2025 Q4	$1.34M	Buy	29,320 +7,760	+36%	+$383K	0.65%	54
2025 Q3	$1.29M	Buy	21,560 +345	+2%	+$20.4K	0.61%	56
2025 Q2	$1.31M	Buy	21,215 +3,370	+19%	+$193K	0.66%	54
2025 Q1	$1.03M	Buy	17,845 +10,695	+150%	+$674K	0.58%	55
2024 Q4	$486K	Hold	7,150	–	–	0.28%	67
2024 Q3	$498K	Buy	7,150 +100	+1%	+$6.42K	0.28%	66
2024 Q2	$399K	Buy	7,050 +1,050	+18%	+$55.3K	0.24%	74
2024 Q1	$331K	Buy	+6,000	New	+$284K	0.19%	77

Other funds holding SLG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Alyeska Investment Group

Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

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