Position in WSR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$570,579
+$79,846 QoQ
Shares Held
35,330
0.0% QoQ
Ownership
0.069%
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 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, 2026Mitsubishi UFJ Asset Management Co., Ltd. holds $531,111,567 across 26 REIT - Retail names. WSR ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,001,795 | $186,864,821 | |
| 2 | O |
Realty Income Corp
|
2,918,579 | $178,558,663 | |
| 3 | KIM |
Kimco Realty Corp
|
2,103,291 | $47,260,948 | |
| 4 | REG |
Regency Centers Corp
|
530,372 | $40,127,945 | |
| 5 | FRT |
Federal Realty Investment Trust
|
201,731 | $21,425,849 | |
| 6 | ADC |
Agree Realty Corp
|
96,954 | $7,308,392 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
250,459 | $7,213,219 | |
| 8 | NNN |
Nnn REIT, Inc.
|
155,255 | $6,525,367 |
All Filings in WSR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $570,579 | 35,330 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $490,733 | 35,330 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $433,852 | 35,330 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $358,550 | 28,730 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $418,596 | 28,730 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $407,104 | 28,730 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $388,716 | 28,730 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $382,396 | 28,730 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $360,561 | 28,730 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $353,091 | 28,730 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $276,669 | 28,730 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $278,681 | 28,730 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $264,316 | 28,730 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $195,113 | 20,240 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $171,230 | 20,240 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $217,580 | 20,240 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $268,180 | 20,240 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $205,031 | 20,240 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $197,947 | 20,240 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $117,975 | 14,300 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $138,710 | 14,300 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $110,185 | 13,825 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $82,950 | 13,825 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $100,507 | 13,825 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $56,996 | 9,193 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||