Position in GTY
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$768,180
+$106,486 QoQ
Shares Held
23,027
+10.7% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#144
of 320 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in GTY Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $75,750,846 across 23 REIT - Retail names. GTY ranks #14 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
104,674 | $23,410,340 | |
| 2 | NNN |
Nnn REIT, Inc.
|
221,721 | $10,316,678 | |
| 3 | FRT |
Federal Realty Investment Trust
|
78,494 | $9,689,299 | |
| 4 | O |
Realty Income Corp
|
133,109 | $8,247,433 | |
| 5 | REG |
Regency Centers Corp
|
64,729 | $5,161,490 | |
| 6 | KIM |
Kimco Realty Corp
|
162,456 | $4,118,259 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
80,746 | $3,360,648 | |
| 8 | SKT |
Tanger Inc.
|
45,623 | $1,800,739 |
All Filings in GTY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $768,180 | 23,027 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $661,694 | 20,808 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $428,668 | 15,662 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||