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American Strategic Investment shares owned by Merkkuri Wealth Advisors

Quarter-by-quarter ownership of American Strategic Investment (NYC) shares owned by Merkkuri Wealth Advisors from 13F filings

Historical chart of Merkkuri Wealth Advisors investment in American Strategic Investment

Tip: Access up to 7 years of quarterly data

All positions including American Strategic Investment held by Merkkuri Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Strategic Investment by Merkkuri Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $962 113 8.52

More positions owned by Merkkuri Wealth Advisors

Spdr Series Trust State Street Spd (SPYM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr Henderson Securi (JSI)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Select Sector Spdr Tr State Street Ene (XLE)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Merkkuri Wealth Advisors

Top funds holding American Strategic Investment

Vanguard Group
Vanguard Capital Management
Geode Capital Management
Vanguard Fiduciary Trust
Advisor Group Holdings
SageView Advisory Group
Tower Research Capital
Triumph Capital Management
Washington Trust Advisors
UBS Group
Global Retirement Partners
Newbridge Financial Services Group
Merkkuri Wealth Advisors
Ronald Blue Trust
Sunbelt Securities

View all funds holding American Strategic Investment