NYC — American Strategic Invest Co Institutional Holders · Q2 2026
Who owns American Strategic Invest Co (NYC)? 18 institutions reported holding $493,865 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Vanguard Group Inc ($314,640), Geode Capital Management, LLC ($150,599), Osaic Holdings, Inc. ($16,138).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $314,640 | 32,639 | Added |
| 2 | GEODE CAPITAL MANAGEMENT, LLC | $150,599 | 15,617 | Trimmed |
| 3 | OSAIC HOLDINGS, INC. | $16,138 | 1,675 | Trimmed |
| 4 | Triumph Capital Management | $3,615 | 375 | Hold |
| 5 | CITIGROUP INC | $2,670 | 277 | New |
| 6 | Global Retirement Partners, LLC | $1,861 | 193 | Hold |
| 7 | Newbridge Financial Services Group, Inc. | $1,504 | 156 | Hold |
| 8 | BOKF, NA | $819 | 85 | New |
| 9 | Blue Trust, Inc. | $781 | 81 | Hold |
| 10 | MORGAN STANLEY | $328 | 34 | Hold |
| 11 | HARBOUR INVESTMENTS, INC. | $318 | 33 | Hold |
| 12 | WELLS FARGO & COMPANY/MN | $284 | 29 | Hold |
| 13 | UBS Group AG | $183 | 19 | Trimmed |
| 14 | ASSETMARK, INC | $125 | 13 | New |
| 15 | Tower Research Capital LLC (TRC) | $0 | 0 | Exited |
| 16 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 17 | Washington Trust Advisors, Inc. | $0 | 0 | Exited |
| 18 | Merkkuri Wealth Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30