Position in WSR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$703,881
+$62,316 QoQ
Shares Held
43,584
-5.6% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Horizon Investments, LLC holds $19,898,759 across 15 REIT - Retail names. WSR ranks #9 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
22,466 | $4,190,582 | |
| 2 | BRX |
Brixmor Property Group Inc.
|
129,015 | $3,715,632 | |
| 3 | O |
Realty Income Corp
|
55,946 | $3,422,776 | |
| 4 | REG |
Regency Centers Corp
|
18,442 | $1,395,321 | |
| 5 | FRT |
Federal Realty Investment Trust
|
12,208 | $1,296,611 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
32,547 | $1,217,908 | |
| 7 | FCPT |
Four Corners Property Trust, Inc.
|
46,190 | $1,092,393 | |
| 8 | NNN |
Nnn REIT, Inc.
|
22,853 | $960,511 |
All Filings in WSR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $703,881 | 43,584 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $641,565 | 46,189 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $538,539 | 43,855 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $454,321 | 36,404 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||