Position in FVR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$167,818
New position
Shares Held
10,848
first reported quarter
Ownership
0.048%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $99,935,866 across 10 REIT - Diversified names. FVR ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
805,034 | $54,710,110 | |
| 2 | VICI |
Vici Properties Inc.
|
1,265,963 | $34,586,109 | |
| 3 | GNL |
Global Net Lease, Inc.
|
558,509 | $5,227,644 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
127,630 | $2,331,800 | |
| 5 | GOOD |
Gladstone Commercial Corp
|
170,531 | $1,949,169 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
26,901 | $497,399 | |
| 7 | AAT |
American Assets Trust, Inc.
|
12,687 | $233,567 | |
| 8 | AHRT |
AH Realty Trust, Inc.
|
31,973 | $175,851 |
All Filings in FVR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $167,818 | 10,848 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||