Position in GTY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$429,936
+$197,374 QoQ
Shares Held
13,520
+60.7% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
3 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, 2026INCEPTIONR LLC holds $7,451,074 across 10 REIT - Retail names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
|
12,609 | $1,556,454 | |
| 2 | REG |
Regency Centers Corp
|
18,484 | $1,473,914 | |
| 3 | MAC |
Macerich Co
|
42,190 | $1,062,766 | |
| 4 | BFS |
Saul Centers, Inc.
|
23,048 | $861,764 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
13,891 | $578,143 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
13,717 | $485,581 | |
| 7 | SPG |
Simon Property Group Inc.
|
2,171 | $485,544 | |
| 8 | NNN |
Nnn REIT, Inc.
|
9,552 | $444,454 |
All Filings in GTY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $429,936 | 13,520 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $232,562 | 8,414 | Shares | Sole | 2025-08-12 | |
| 2024-06-30 | $386,649 | 14,503 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||