Position in WSR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,222,215
+$555,482 QoQ
Shares Held
75,679
+57.7% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026INTECH INVESTMENT MANAGEMENT LLC holds $20,554,147 across 20 REIT - Retail names. WSR ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
81,344 | $4,976,625 | |
| 2 | SPG |
Simon Property Group Inc.
|
13,662 | $2,548,372 | |
| 3 | EPRT |
Essential Properties Realty Trust, Inc.
|
51,433 | $1,561,505 | |
| 4 | WSR |
Whitestone REIT
This page
|
75,679 | $1,222,215 | |
| 5 | REG |
Regency Centers Corp
|
15,662 | $1,184,986 | |
| 6 | KRG |
Kite Realty Group Trust
|
46,643 | $1,145,085 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
28,001 | $1,047,797 | |
| 8 | MAC |
Macerich Co
|
55,041 | $1,040,274 |
All Filings in WSR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,222,215 | 75,679 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $666,733 | 48,001 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $276,324 | 22,502 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $340,803 | 27,308 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $423,243 | 29,049 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $582,797 | 41,129 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $338,209 | 24,997 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $320,531 | 24,082 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||