Position in GTY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,008
-$21,128 QoQ
Shares Held
420
-62.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#273
of 320 holders
Holding Since
Dec 2021
8 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, 2026EverSource Wealth Advisors, LLC holds $2,440,305 across 26 REIT - Retail names. GTY ranks #18 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
2,505 | $560,238 | |
| 2 | O |
Realty Income Corp
|
6,528 | $404,471 | |
| 3 | NNN |
Nnn REIT, Inc.
|
8,455 | $393,406 | |
| 4 | FRT |
Federal Realty Investment Trust
|
2,623 | $323,779 | |
| 5 | KIM |
Kimco Realty Corp
|
4,800 | $121,676 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
2,587 | $91,577 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
1,802 | $74,997 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
2,238 | $70,561 |
All Filings in GTY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,008 | 420 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $35,136 | 1,105 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $26,219 | 958 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $38,983 | 1,453 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $32,835 | 1,188 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $904 | 29 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,385 | 46 | Shares | Sole | 2025-02-10 | |
| 2021-12-31 | $1,668 | 52 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||