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United Capital Financial Advisors’s SL Green Realty SLG Stock Holding History

United Capital 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
2025
Q1 		– Sell
-3,096
Closed -$210K – 1106
2024
Q4 		$210K Sell
3,096
-337
-10% -$24.9K ﹤0.01% 1005
2024
Q3 		$239K Buy
+3,433
New +$220K ﹤0.01% 947
2021
Q1 		– Sell
-3,920
Closed -$247K – 1235
2020
Q4 		$247K Sell
3,920
-1,423
-27% -$75.3K ﹤0.01% 1066
2020
Q3 		$240K Buy
+5,343
New +$248K ﹤0.01% 1022
2016
Q2 		– Sell
-4,618
Closed -$433K – 1285
2016
Q1 		$433K Buy
+4,618
New +$422K ﹤0.01% 916

Other funds holding SLG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

United Capital Financial Advisors's SLG Position: Q1 2025 in Review

United Capital Financial Advisors sold out of SL Green Realty (SLG) in Q1 2025, closing a stake of 3,096 shares — an estimated $210K sold.

United Capital Financial Advisors first reported a position in SLG in Q1 2016 and held it in 5 quarters. The position peaked at $433K in Q1 2016. 333 funds tracked by Wall St. Rank hold SLG as of Q1 2025.

  • United Capital Financial Advisors reported no remaining SL Green Realty position as of Q1 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,096 SL Green Realty shares in Q1 2025, an estimated $210K.
  • United Capital Financial Advisors first reported a position in SL Green Realty in Q1 2016 and held it in 5 quarters.
  • United Capital Financial Advisors's SL Green Realty position peaked at $433K in Q1 2016.
  • 333 funds tracked by Wall St. Rank held SL Green Realty as of Q1 2025.

Based on United Capital Financial Advisors's 13F filing for Q1 2025, filed 13 May 2025.