Rector, Church-wardens & Vestrymen of Trinity Church in the City of New-york
The Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York, commonly known as Trinity Church Wall Street, is a historic Episcopal parish based in lower Manhattan. Founded in 1697, the institution manages one of the largest church endowments in the United States, focusing on supporting its religious, educational, philanthropic, and real estate activities in New York City. The organization oversees both ministry operations and a significant investment portfolio, with a staff that includes clergy, administrative, real estate, and investment professionals. It primarily serves its parish, the Episcopal Diocese, and community and global philanthropic initiatives.
Investment Strategy
Trinity Church Wall Street's endowment investment strategy emphasizes diversified, long-term capital appreciation to support its ministry and charitable activities. Holdings include extensive real estate interests in lower Manhattan, managed through REIT subsidiaries, and a diversified portfolio of financial investments—including equities and ETFs for liquidity and growth. The approach prioritizes balancing risk and return, maintaining support for ministry operations, and upholding fiduciary responsibility for perpetuity of the parish’s mission and outreach.
Top Holdings
Equity Positions (2)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EAGL | 2003 ETF SERIES TRUST | 56.62% | $132.5M | 4,238,092 | $29.65 | $31.26 | +$29.4M |
A ACWI | ISHARES TR | 43.38% | $101.5M | 734,331 | $127.97 | $138.24 | +$57.1M |