WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in GTY — Getty Realty Corp /Md/
CIK 1632972
PLYMOUTH, MN
Position in GTY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$495,762
+$63,314 QoQ
Shares Held
14,861
+9.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#171
of 320 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in GTY Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $113,451,084 across 19 REIT - Retail names. GTY ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
750,135 | $46,478,364 | |
| 2 | SPG |
Simon Property Group Inc.
|
100,720 | $22,526,028 | |
| 3 | NNN |
Nnn REIT, Inc.
|
221,559 | $10,309,140 | |
| 4 | REG |
Regency Centers Corp
|
116,273 | $9,271,609 | |
| 5 | FRT |
Federal Realty Investment Trust
|
51,760 | $6,389,254 | |
| 6 | ADC |
Agree Realty Corp
|
72,786 | $5,512,811 | |
| 7 | KIM |
Kimco Realty Corp
|
141,107 | $3,577,062 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
60,657 | $2,524,544 |
All Filings in GTY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,762 | 14,861 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $432,448 | 13,599 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $341,769 | 12,487 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $230,898 | 8,606 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||