Position in GTY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,404
-$956 QoQ
Shares Held
162
-19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#285
of 320 holders
Holding Since
Mar 2021
5 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, 2026Larson Financial Group LLC holds $2,229,091 across 24 REIT - Retail names. GTY ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
3,430 | $767,119 | |
| 2 | O |
Realty Income Corp
|
7,558 | $468,293 | |
| 3 | NNN |
Nnn REIT, Inc.
|
4,647 | $216,224 | |
| 4 | REG |
Regency Centers Corp
|
2,142 | $170,803 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
3,232 | $134,515 | |
| 6 | FRT |
Federal Realty Investment Trust
|
1,077 | $132,944 | |
| 7 | ADC |
Agree Realty Corp
|
1,335 | $101,112 | |
| 8 | KRG |
Kite Realty Group Trust
|
2,724 | $77,307 |
All Filings in GTY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,404 | 162 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,360 | 200 | Shares | Sole | 2026-05-15 | |
| 2021-09-30 | $8,411 | 287 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $8,846 | 284 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,929 | 280 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||