Position in WSR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$689,814
+$217,068 QoQ
Shares Held
42,713
+25.5% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026HighTower Advisors, LLC holds $278,564,851 across 20 REIT - Retail names. WSR ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,066,090 | $198,857,767 | |
| 2 | O |
Realty Income Corp
|
423,892 | $25,933,712 | |
| 3 | SKT |
Tanger Inc.
|
514,462 | $17,481,418 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
469,953 | $13,534,646 | |
| 5 | KIM |
Kimco Realty Corp
|
202,655 | $4,553,657 | |
| 6 | FRT |
Federal Realty Investment Trust
|
32,764 | $3,479,864 | |
| 7 | REG |
Regency Centers Corp
|
42,577 | $3,221,375 | |
| 8 | ADC |
Agree Realty Corp
|
30,837 | $2,324,493 |
All Filings in WSR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $689,814 | 42,713 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $472,746 | 34,035 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $415,530 | 33,838 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $237,619 | 19,040 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $269,005 | 18,463 | Shares | Sole | 2025-05-13 | |
| 2022-06-30 | $149,145 | 13,874 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $374,935 | 28,297 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $217,926 | 21,513 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $511,151 | 52,265 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||