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Venturi Wealth Management’s SL Green Realty SLG Stock Holding History

Venturi Wealth Management’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
-406
Closed -$27.6K – 1612
2024
Q4 		$27.6K Buy
406
+34
+9% +$2.51K ﹤0.01% 1188
2024
Q3 		$25.9K Buy
372
+272
+272% +$17.5K ﹤0.01% 955
2024
Q2 		$5.67K Sell
100
-6
-6% -$316 ﹤0.01% 1208
2024
Q1 		$5.84K Buy
106
+44
+71% +$2.08K ﹤0.01% 1055
2023
Q4 		$2.8K Sell
62
-25
-29% -$922 ﹤0.01% 1139
2023
Q3 		$3.25K Buy
+87
New +$3.13K ﹤0.01% 1074

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

Venturi Wealth Management's SLG Position: Q1 2025 in Review

Venturi Wealth Management sold out of SL Green Realty (SLG) in Q1 2025, closing a stake of 406 shares — an estimated $27.6K sold.

Venturi Wealth Management first reported a position in SLG in Q3 2023 and held it in 6 quarters. The position peaked at $27.6K in Q4 2024. 333 funds tracked by Wall St. Rank hold SLG as of Q1 2025.

  • Venturi Wealth Management reported no remaining SL Green Realty position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 406 SL Green Realty shares in Q1 2025, an estimated $27.6K.
  • Venturi Wealth Management first reported a position in SL Green Realty in Q3 2023 and held it in 6 quarters.
  • Venturi Wealth Management's SL Green Realty position peaked at $27.6K in Q4 2024.
  • 333 funds tracked by Wall St. Rank held SL Green Realty as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.