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American Strategic Investment shares owned by SageView Advisory Group

Quarter-by-quarter ownership of American Strategic Investment (NYC) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in American Strategic Investment

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All positions including American Strategic Investment held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Strategic Investment by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.1k 734 8.29

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

Top funds holding American Strategic Investment

Vanguard Group
Geode Capital Management
Advisor Group Holdings
SageView Advisory Group
Tower Research Capital
Triumph Capital Management
Washington Trust Advisors
UBS Group
Global Retirement Partners
Ronald Blue Trust
Sunbelt Securities
CWM
Sound Income Strategies
Wells Fargo & Company
Newbridge Financial Services Group

View all funds holding American Strategic Investment