Position in GTY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$671,647
+$72,354 QoQ
Shares Held
21,121
-3.5% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GTY Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Horizon Investments, LLC holds $24,025,917 across 13 REIT - Retail names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
24,731 | $5,531,088 | |
| 2 | BRX |
Brixmor Property Group Inc.
|
146,440 | $4,617,253 | |
| 3 | O |
Realty Income Corp
|
61,476 | $3,809,052 | |
| 4 | NNN |
Nnn REIT, Inc.
|
51,130 | $2,379,078 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
43,905 | $1,827,326 | |
| 6 | FRT |
Federal Realty Investment Trust
|
12,325 | $1,521,398 | |
| 7 | REG |
Regency Centers Corp
|
18,581 | $1,481,648 | |
| 8 | UE |
Urban Edge Properties
|
49,560 | $1,133,932 |
All Filings in GTY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $671,647 | 21,121 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $599,293 | 21,896 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $541,509 | 20,183 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||