American Strategic Investment Ownership | Who Owns American Strategic Investment?
American Strategic Investment Ownership Summary
American Strategic Investment is owned by 3.45% institutional investors, 64.14% insiders, and 32.41% retail investors. Raymond james financial is the largest institutional shareholder, holding 0.02% of NYC shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 1.15% of its assets in American Strategic Investment shares.
NYC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | American Strategic Investment | 3.45% | 64.14% | 32.41% |
| Sector | Real Estate Stocks | 70.14% | 9.14% | 20.72% |
| Industry | Office REIT Stocks | 83.69% | 5.63% | 10.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Raymond james financial | 387.00 | 0.02% | $5.08K |
| Sunbelt securities | 232.00 | 0.01% | $1.97K |
| Global retirement partners | 193.00 | 0.01% | $1.94K |
| Ronald blue trust | 81.00 | 0.00% | $812.00 |
| Pom investment strategies | 76.00 | 0.00% | $999.00 |
| Ameritas advisory services | 71.00 | 0.00% | $933.00 |
| Sound income strategies | 39.00 | 0.00% | $394.00 |
| Cwm | - | - | - |
| Huntington national bank | - | - | - |
| Coppell advisory solutions | - | - | - |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pom investment strategies | 76.00 | 0.00% | $999.00 |
| Sunbelt securities | 232.00 | 0.00% | $1.97K |
| Assetmark | - | - | - |
| Ameritas advisory services | 71.00 | - | $933.00 |
| Huntington national bank | - | - | - |
| Ronald blue trust | 81.00 | - | $812.00 |
| Global retirement partners | 193.00 | - | $1.94K |
| Coppell advisory solutions | - | - | - |
| Cwm | - | - | - |
| Raymond james financial | 387.00 | - | $5.08K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Raymond james financial | 387.00 | - | 387.00 |
| Sunbelt securities | 232.00 | 0.00% | 154.00 |
| Pom investment strategies | 76.00 | 0.00% | 76.00 |
| Ameritas advisory services | 71.00 | - | 71.00 |
| Sound income strategies | 39.00 | - | 39.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Coppell advisory solutions | - | - | -17.44K |
| Cwm | - | - | -44.00 |
| Assetmark | - | - | -41.00 |
| Huntington national bank | - | - | -29.00 |
| Ronald blue trust | 81.00 | - | - |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 387.00 | - | 387.00 | $5.08K |
| Pom investment strategies | 76.00 | 0.00% | 76.00 | $999.00 |
| Ameritas advisory services | 71.00 | - | 71.00 | $933.00 |
| Sound income strategies | 39.00 | - | 39.00 | $394.00 |
Sold Out
| Holder | Change |
|---|---|
| Huntington national bank | -29.00 |
| Assetmark | -41.00 |
| Cwm | -44.00 |
| Coppell advisory solutions | -17.44K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 20 | - | 87,747 | 87.97% | 3 | 101.70% | 11 | 37.50% | 5 | 66.67% |
| Mar 31, 2025 | 20 | 11.11% | 46,681 | 78.06% | 1 | 165.91% | 8 | 33.33% | 3 | 50.00% |
| Dec 31, 2024 | 18 | -10.00% | 26,217 | 5.90% | 1 | 111.89% | 6 | 20.00% | 2 | -71.43% |
| Sep 30, 2024 | 20 | - | 24,757 | -16.98% | - | 69.20% | 5 | -37.50% | 7 | 75.00% |
| Jun 30, 2024 | 20 | 17.65% | 29,821 | 32.62% | 1 | 126.35% | 8 | 60.00% | 4 | 33.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Institutional Extnd Mkt Idx Tr | 30.30K | 1.15% | -13.81K |
| Fidelity Extended Market Index | 9.87K | 0.38% | -82.00 |
| Fidelity Total Market Index | 6.06K | 0.23% | -13.00 |
| Fidelity Series Total Market Index | 2.76K | 0.10% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.54K | 0.10% | -55.00 |
| Spartan Extended Market Index Pool F | 1.89K | 0.07% | 82.00 |
| Vanguard US Total Market Shares ETF | 1.78K | 0.07% | - |
| Spartan Extended Market Index Pool E | 1.69K | 0.06% | 89.00 |
| Northern Trust Extended Eq Market Idx | 1.33K | 0.05% | - |
| NT Ext Equity Mkt Idx Fd - L | 1.33K | 0.05% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 22, 2025 | SCHORSCH NICHOLAS S | - | Buy | $18.43K |
| Sep 25, 2025 | SCHORSCH NICHOLAS S | - | Buy | $18.87K |
| Sep 24, 2025 | SCHORSCH NICHOLAS S | - | Buy | $18.52K |
| Sep 19, 2025 | SCHORSCH NICHOLAS S | - | Buy | $7.20K |
| Sep 17, 2025 | SCHORSCH NICHOLAS S | - | Buy | $7.22K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 18 | - |
| 2025 Q2 | 34 | - |
| 2025 Q1 | 37 | - |
| 2024 Q4 | 14 | - |
| 2024 Q3 | 3 | 3 |
NYC Ownership FAQ
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