Position in GTY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,517,178
-$189,271 QoQ
Shares Held
105,431
-9.5% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 320 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in GTY Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $360,060,720 across 21 REIT - Retail names. GTY ranks #13 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
2,494,326 | $154,548,438 | |
| 2 | SPG |
Simon Property Group Inc.
|
324,448 | $72,562,795 | |
| 3 | KIM |
Kimco Realty Corp
|
1,627,635 | $41,260,547 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
371,940 | $15,480,142 | |
| 5 | MAC |
Macerich Co
|
489,628 | $12,333,729 | |
| 6 | NNN |
Nnn REIT, Inc.
|
226,857 | $10,555,656 | |
| 7 | FRT |
Federal Realty Investment Trust
|
83,606 | $10,320,324 | |
| 8 | REG |
Regency Centers Corp
|
108,167 | $8,625,236 |
All Filings in GTY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,517,178 | 105,431 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,706,449 | 116,555 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,899,413 | 105,934 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,522,368 | 94,013 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,438,400 | 88,220 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,758,681 | 88,476 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,048,930 | 68,003 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,791,284 | 56,312 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,360,939 | 51,048 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $631,265 | 23,081 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $594,539 | 20,347 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $279,296 | 10,072 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $245,668 | 7,264 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $342,789 | 9,514 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $279,837 | 8,267 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $213,479 | 7,939 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $202,142 | 7,628 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $927,176 | 28,893 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $695,438 | 23,727 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $527,930 | 16,948 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $369,745 | 13,056 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||