Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in American Strategic Investment Co. include
Citadel Advisors Llc,
Raymond James Financial Inc,
and
POM Investment Strategies, LLC
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
Upgradeto unlock premium data.
| File Date |
Source |
Investor |
|
Type |
Avg Price
(Est) |
Shares |
Δ Shares
(%) |
Reported
Value
($1000) |
Δ Value
(%) |
Port Alloc
(%) |
| 2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
2,758 |
21.71 |
27 |
13.04 |
|
| 2025-08-08 |
13F |
POM Investment Strategies, LLC
|
|
|
|
76 |
|
1 |
|
|
| 2025-08-27 |
NP |
VEXMX - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
44,109 |
3,221.46 |
580 |
4,035.71 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
46,702 |
|
614 |
|
|
| 2025-07-24 |
NP |
FSKAX - Fidelity Total Market Index Fund
|
|
|
|
6,072 |
120.72 |
59 |
107.14 |
|
| 2025-08-14 |
13F |
Citadel Advisors Llc
|
|
|
|
10,560 |
|
139 |
|
|
| 2025-08-14 |
13F |
UBS Group AG
|
|
|
|
3,547 |
58.35 |
47 |
84.00 |
|
| 2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
68 |
126.67 |
1 |
|
|
| 2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
21,571 |
0.87 |
284 |
18.41 |
|
| 2025-07-21 |
13F |
Ameritas Advisory Services, LLC
|
|
|
|
71 |
|
1 |
|
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
387 |
|
5 |
|
|
| 2025-08-14 |
13F |
Sunbelt Securities, Inc.
|
|
|
|
232 |
197.44 |
2 |
|
|
