Position in GTY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,175,639
+$291,695 QoQ
Shares Held
35,241
+26.8% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#123
of 321 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GTY Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Creative Planning holds $186,955,796 across 25 REIT - Retail names. GTY ranks #15 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
564,624 | $34,984,102 | |
| 2 | NNN |
Nnn REIT, Inc.
|
618,874 | $28,796,206 | |
| 3 | SPG |
Simon Property Group Inc.
|
123,826 | $27,693,684 | |
| 4 | REG |
Regency Centers Corp
|
240,563 | $19,182,492 | |
| 5 | ADC |
Agree Realty Corp
|
244,958 | $18,553,118 | |
| 6 | KIM |
Kimco Realty Corp
|
555,518 | $14,082,380 | |
| 7 | FRT |
Federal Realty Investment Trust
|
111,368 | $13,747,265 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
374,520 | $11,808,615 |
All Filings in GTY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,175,639 | 35,241 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $883,944 | 27,797 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $368,290 | 13,456 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $647,916 | 24,149 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $690,363 | 24,977 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $381,393 | 12,232 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $495,547 | 16,447 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $341,256 | 10,728 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $291,125 | 10,920 | Shares | Defined | 2024-08-15 | |
| 2023-12-31 | $204,159 | 6,987 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||