WealthPLAN Partners’s New York REIT, Inc. NYRT Stock Holding History

WealthPLAN Partners’s Portfolio NYRT Stock Details NYRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-1,933	Closed	-$152K	–	239
2017 Q3	$152K	Sell	1,933 -395	-17%	-$32.8K	0.04%	190
2017 Q2	$201K	Buy	+2,328	New	+$211K	0.06%	170
2016 Q3	$150K	Sell	1,652 -2,977	-64%	-$284K	0.05%	179
2016 Q2	$162K	Buy	+4,629	New	+$447K	0.02%	441
2015 Q4	$206K	Buy	+7,607	New	+$862K	0.03%	264
2015 Q2	$384K	Sell	3,861 -176	-4%	-$17.2K	0.17%	69
2015 Q1	$420K	Buy	+4,037	New	+$422K	0.2%	77

Other funds holding NYRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return

Davidson Kempner Capital Management New York $4.65B AUM 56.47% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return

683 Capital Management New York $1.08B AUM 85.52% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return

Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return