ALTFEST L J & CO INC SLG SL GREEN RLTY CORP

Ownership history in ALTFEST L J & CO INC  ·  3 quarters on record

AI Ownership Summary

ALTFEST L J & CO INC reported SL GREEN RLTY CORP (SLG) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.1% in 2025 Q4. The latest visible filing shows SLG at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SLG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALTFEST L J & CO INC's position in SL GREEN RLTY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SLG was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ALTFEST L J & CO INC held SLG — position size vs. price
% of Fund (quarterly)    SLG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 18,933 -275 -1.4% 0.10% $980K 2026-07-30 $53.61
2026 Q1 REDUCED 19,208 -648 -3.3% 0.08% $710K 2026-04-28 $43.34
2025 Q4 INITIATED 19,856 0.10% $911K 2026-01-23 $44.58

FAQ About ALTFEST L J & CO INC and SLG

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALTFEST L J & CO INC reported owning SLG?

ALTFEST L J & CO INC reported SLG across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported SLG position in ALTFEST L J & CO INC's portfolio?

The largest reported portfolio weight for SLG was 0.10% in 2025 Q4.

What is the latest reported SLG position on this page?

The most recent filing on this page is 2026 Q2, when ALTFEST L J & CO INC reported 18,933 shares, equal to 0.10% of portfolio, with an estimated market value of $980K.

What does the chart on this SLG ownership page compare?

The chart compares ALTFEST L J & CO INC's quarterly SLG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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