AMERICAN STRATEGIC INVEST CO (NYC)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
Institutions report 51,226 shares against 3,163,632 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $202.2K | 20,973 | 0.00% | 2q | +0.9%+$1.8K |
| GEODE CAPITAL MANAGEMENT, LLC | $150.6K | 15,617 | 0.00% | 14q | -19.7%-$37.0K |
| VANGUARD FIDUCIARY TRUST CO | $112.5K | 11,666 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $16.1K | 1,675 | 0.00% | 14q | -1.5% |
| Triumph Capital Management | $3.6K | 375 | 0.00% | 3q | HELD |
| CITIGROUP INC | $2.7K | 277 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $1.9K | 193 | 0.00% | 12q | HELD |
| NFSG Corp | $1.5K | 156 | 0.00% | 7q | HELD |
| BOKF, NA | $819 | 85 | 0.00% | new | NEW |
| Blue Trust, Inc. | $781 | 81 | 0.00% | 10q | HELD |
| MORGAN STANLEY | $328 | 34 | 0.00% | 14q | HELD |
| HARBOUR INVESTMENTS, INC. | $318 | 33 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $284 | 29 | 0.00% | 14q | -50.0% |
| UBS Group AG | $183 | 19 | 0.00% | 14q | -91.1%-$1.9K |
| ASSETMARK, INC | $125 | 13 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-14 | 13G | Edward M. Weil, Jr. INDIVIDUAL | 9.5% |
| 2026-07-09 | 13D/A | Nicholas S. Schorsch INDIVIDUALwith 6 co-filers | 57.5% |
| 2026-07-02 | 13D/A | Nicholas S. Schorsch INDIVIDUALwith 6 co-filers | 72.7% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 15 | $493.9K | 51,226 | 3 | 1 | 4 | 0.0% |
| Q1 2026 | 17 | $473.1K | 55,524 | 3 | 4 | 2 | 0.0% |
| Q4 2025 | 17 | $445.6K | 53,742 | 3 | 0 | 7 | 0.0% |
| Q3 2025 | 17 | $598.3K | 59,533 | 2 | 5 | 5 | 0.0% |
| Q2 2025 | 19 | $1.1M | 87,453 | 5 | 4 | 5 | 0.0% |
| Q1 2025 | 18 | $513.8K | 45,993 | 4 | 3 | 3 | 0.0% |
| Q4 2024 | 17 | $221.4K | 26,029 | 1 | 3 | 3 | 0.0% |
| Q3 2024 | 19 | $228.4K | 24,750 | 4 | 1 | 7 | 0.0% |
| Q2 2024 | 20 | $284.8K | 29,812 | 3 | 4 | 4 | 0.0% |
| Q1 2024 | 16 | $143.4K | 22,576 | 1 | 4 | 3 | 0.0% |
| Q4 2023 | 18 | $263.6K | 33,379 | 3 | 4 | 7 | 0.0% |
| Q3 2023 | 22 | $923.3K | 101,524 | 2 | 6 | 7 | 0.0% |
| Q2 2023 | 24 | $886.7K | 99,995 | 3 | 4 | 7 | 10.8% |
| Q1 2023 | 30 | $1.1M | 116,991 | 30 | 0 | 0 | 11.4% |
| Q4 2022 | 3 | $889 | 1,522 | 1 | 0 | 0 | 99.7% |
| Q3 2022 | 2 | $24.0K | 0 | 2 | 0 | 0 | 100.0% |
| Q2 2022 | 1 | $2.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2022 | 1 | $8.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2021 | 1 | $61.0K | 0 | 2 | 0 | 0 | 100.0% |