American Strategic Investm (NYC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Geode Capital Management, LLC

INCREASED

Shares19,054 from 15,617

Change+3,437 (+22%)

Value$116.6K (-$34.0K)

Filed 2026-11-06

Triumph Capital Management

UNCHANGED

Shares375 from 375

Change0 (0%)

Value$2.3K (-$1.3K)

Filed 2026-10-14

UNCHANGED

Shares85 from 85

Change0 (0%)

Value$520 (-$299)

Filed 2026-10-27

NEW

Shares49

Change+49

Value$300

Filed 2026-11-06

DECREASED

Shares27 from 156

Change-129 (-83%)

Value$165 (-$1.3K)

Filed 2026-10-15

CLOSED

Shares0 from 277

Change-277 (-100%)

Value$0 (-$2.7K)

Filed 2026-11-04

Blue Trust, Inc.

CLOSED

Shares0 from 81

Change-81 (-100%)

Value$0 (-$781)

Filed 2026-10-15

CLOSED

Shares0 from 13

Change-13 (-100%)

Value$0 (-$125)

Filed 2026-10-21

Vanguard Capital Management LLC

N/A

Shares— from 20,973

Change-20,973 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 11,666

Change-11,666 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 6,026

Change-6,026 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,675

Change-1,675 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 193

Change-193 (-100%)

Value—

N/A

Shares— from 34

Change-34 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 33

Change-33 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 29

Change-29 (-100%)

Value—

N/A

Shares— from 19

Change-19 (-100%)

Value—

	Status
Geode Capital Management, LLC	INCREASED	19,054	15,617	+3,437	+22%	$150.6K	$116.6K	-$34.0K	2026-11-06
Triumph Capital Management	UNCHANGED	375	375	0	0%	$3.6K	$2.3K	-$1.3K	2026-10-14
Bokf, NA	UNCHANGED	85	85	0	0%	$819	$520	-$299	2026-10-27
Barclays PLC	NEW	49	—	+49	—	—	$300	—	2026-11-06
Nfsg Corp	DECREASED	27	156	-129	-83%	$1.5K	$165	-$1.3K	2026-10-15
Citigroup Inc	CLOSED	0	277	-277	-100%	$2.7K	$0	-$2.7K	2026-11-04
Blue Trust, Inc.	CLOSED	0	81	-81	-100%	$781	$0	-$781	2026-10-15
Assetmark, Inc	CLOSED	0	13	-13	-100%	$125	$0	-$125	2026-10-21
Vanguard Capital Management LLC	N/A	—	20,973	-20,973	-100%	$202.2K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	11,666	-11,666	-100%	$112.5K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	6,026	-6,026	-100%	$58.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,675	-1,675	-100%	$16.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	193	-193	-100%	$1.9K	—	—	—
Morgan Stanley	N/A	—	34	-34	-100%	$328	—	—	—
Harbour Investments, Inc.	N/A	—	33	-33	-100%	$318	—	—	—
Wells Fargo & Company	N/A	—	29	-29	-100%	$284	—	—	—
UBS Group AG	N/A	—	19	-19	-100%	$183	—	—	—

Showing 17 of 17 institutions