WAM
NYRT

Wealthspire Advisors (Maryland)’s New York REIT, Inc. NYRT Stock Holding History

Wealthspire Advisors (Maryland)’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
2016
Q4 		– Sell
-11
Closed -$1K – 1905
2016
Q3 		$1K Hold
11
– – ﹤0.01% 1698
2016
Q2 		$1K Buy
+11
New +$1.06K ﹤0.01% 1665

Other funds holding NYRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
SCM
Sorin Capital Management Stamford, Connecticut $202M AUM 2.84% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NYRT Position: Q4 2016 in Review

Wealthspire Advisors (Maryland) sold out of New York REIT, Inc. (NYRT) in Q4 2016, closing a stake of 11 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in NYRT in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 179 funds tracked by Wall St. Rank hold NYRT as of Q4 2016.

  • Wealthspire Advisors (Maryland) reported no remaining New York REIT, Inc. position as of Q4 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 11 New York REIT, Inc. shares in Q4 2016, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in New York REIT, Inc. in Q2 2016 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s New York REIT, Inc. position peaked at $1K in Q3 2016.
  • 179 funds tracked by Wall St. Rank held New York REIT, Inc. as of Q4 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2016, filed 6 Feb 2017.