American Strategic Investment Co.: which funds bought and sold

Institutions that bought and sold American Strategic Investment shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 4 institutions that filed 13F reports for both quarters added to or opened positions in American Strategic Investment, and 7 cut or closed them. Together they sold a net 4,368 shares, −7.9% on what they held at the start of the quarter. 3 opened a new position and 4 sold out entirely.

Bought, Q2 2026 4 institutions, 3 of them new holders Sold, Q2 2026 7 institutions, 4 of them sold out

Net change, all compared −4,368 shares (−7.9%)

Net change, active managers 0 shares (—), 0 bought, 0 sold

Buyers versus sellers

institutions compared, 18

4 bought 7 7 sold

Active managers and hedge funds 0 bought · 0 sold · 0

Index fund managers 1 bought · 1 sold · −3,647

Other institutions 3 bought · 6 sold · −721

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Citigroup Inc	+277 New position	277	$2,670
Vanguard Capital Management LLC Index funds	+188 +0.9%	21K	$202,180
Bokf, Na	+85 New position	85	$819
Assetmark, Inc	+13 New position	13	$125

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
None of the active managers on our list.

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Geode Capital Management, LLC Index funds	−3,835 −19.7%	16K	$150,599
Tower Research Capital LLC (TRC)	−500 Sold out	0	—
Washington Trust Advisors, Inc.	−224 Sold out	0	—
UBS Group AG	−194 −91.1%	19	$183
Merkkuri Wealth Advisors LLC	−113 Sold out	0	—
Sound Income Strategies, LLC	−39 Sold out	0	—
Osaic Holdings, Inc.	−26 −1.5%	1,675	$16,138

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
None of the active managers on our list.

New positions

largest by value

Institution	Shares	Value June 30, 2026
Citigroup Inc	277	$2,670
Bokf, Na	85	$819
Assetmark, Inc	13	$125

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Tower Research Capital LLC (TRC)	500	$4,260
Washington Trust Advisors, Inc.	224	$1,908
Merkkuri Wealth Advisors LLC	113	$963
Sound Income Strategies, LLC	39	$323

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 15
Ten largest holders: 99.8%
Index fund managers: 94.2%
Active managers and hedge funds: 0.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	0	0	0	0	0	—
Index fund managers	1	1	0	0	−3,647	−7.0%
Other institutions	3	6	3	4	−721	−20.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on American Strategic Investment.

Only managers that filed a holdings report for both quarters are compared (18 here). 3 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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