Position in SKT
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$4,178,622
+$150,196 QoQ
Shares Held
122,973
+1.9% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SKT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $321,080,979 across 20 REIT - Retail names. SKT ranks #12 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
2,452,994 | $150,074,172 | |
| 2 | SPG |
Simon Property Group Inc.
|
316,219 | $58,984,330 | |
| 3 | KIM |
Kimco Realty Corp
|
1,422,334 | $31,959,844 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
345,513 | $12,929,096 | |
| 5 | NNN |
Nnn REIT, Inc.
|
231,055 | $9,711,241 | |
| 6 | MAC |
Macerich Co
|
499,358 | $9,437,866 | |
| 7 | FRT |
Federal Realty Investment Trust
|
77,534 | $8,234,886 | |
| 8 | REG |
Regency Centers Corp
|
107,237 | $8,113,551 |
All Filings in SKT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,178,622 | 122,973 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,028,426 | 120,720 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,569,578 | 105,484 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,215,334 | 105,145 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,614,399 | 77,372 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,334,492 | 68,400 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,277,574 | 68,643 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,830,955 | 67,538 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,411,006 | 81,646 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,150,628 | 77,584 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,477,701 | 65,385 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,507,248 | 68,294 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,589,323 | 80,964 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,863,463 | 103,872 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,324,456 | 96,817 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,372,542 | 96,522 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,697,890 | 98,772 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,690,952 | 87,705 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,679,763 | 103,053 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,892,049 | 100,374 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,425,836 | 94,239 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,415,256 | 142,094 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $849,711 | 140,914 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $875,342 | 122,769 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $599,845 | 119,969 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||