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Summit Wealth Group (Colorado)’s SL Green Realty SLG Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-3,479
Closed -$325K – 582
2025
Q3 		$325K Buy
+3,479
New +$206K 0.03% 341

Other funds holding SLG

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 $3.37T AUM 44.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SLG Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of SL Green Realty (SLG) in Q4 2025, closing a stake of 3,479 shares — an estimated $325K sold.

Summit Wealth Group (Colorado) first reported a position in SLG in Q3 2025 and held it in 1 quarter. The position peaked at $325K in Q3 2025. 332 funds tracked by Wall St. Rank hold SLG as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining SL Green Realty position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 3,479 SL Green Realty shares in Q4 2025, an estimated $325K.
  • Summit Wealth Group (Colorado) first reported a position in SL Green Realty in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s SL Green Realty position peaked at $325K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held SL Green Realty as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.