Position in GTY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,202
+$150 QoQ
Shares Held
96
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#292
of 320 holders
Holding Since
Mar 2023
14 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,048,980 across 9 REIT - Retail names. GTY ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
|
4,101 | $506,227 | |
| 2 | O |
Realty Income Corp
|
4,590 | $284,396 | |
| 3 | SPG |
Simon Property Group Inc.
|
332 | $74,251 | |
| 4 | REG |
Regency Centers Corp
|
783 | $62,436 | |
| 5 | ADC |
Agree Realty Corp
|
718 | $54,381 | |
| 6 | KIM |
Kimco Realty Corp
|
1,611 | $40,838 | |
| 7 | IVT |
InvenTrust Properties Corp.
|
491 | $17,381 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
141 | $5,868 |
All Filings in GTY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,202 | 96 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,052 | 96 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,627 | 96 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,575 | 96 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,653 | 96 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,993 | 96 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,892 | 96 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,053 | 96 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,559 | 96 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,625 | 96 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,681 | 126 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,493 | 126 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,261 | 126 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,702 | 75 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||