Position in GTY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,026,718
+$154,114 QoQ
Shares Held
120,705
-0.9% QoQ
Ownership
0.195%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#63
of 321 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in GTY Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $161,426,560 across 19 REIT - Retail names. GTY ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRX |
Brixmor Property Group Inc.
|
3,639,319 | $114,747,728 | |
| 2 | NNN |
Nnn REIT, Inc.
|
258,884 | $12,045,872 | |
| 3 | O |
Realty Income Corp
|
136,875 | $8,480,775 | |
| 4 | SPG |
Simon Property Group Inc.
|
26,663 | $5,963,179 | |
| 5 | EPRT |
Essential Properties Realty Trust, Inc.
|
154,955 | $4,625,406 | |
| 6 | FRT |
Federal Realty Investment Trust
|
33,336 | $4,114,995 | |
| 7 | GTY |
Getty Realty Corp /Md/
This page
|
120,705 | $4,026,718 | |
| 8 | KIM |
Kimco Realty Corp
|
43,372 | $1,099,480 |
All Filings in GTY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,026,718 | 120,705 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,872,604 | 121,780 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $232,398 | 8,491 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $208,831 | 6,931 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $259,825 | 9,500 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $728,425 | 24,929 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $816,565 | 29,447 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,035,805 | 30,627 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,031,178 | 28,620 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $961,509 | 28,405 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||