Position in WSR
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,628,315
+$197,248 QoQ
Shares Held
162,744
-7.0% QoQ
Ownership
0.317%
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 75%
Shared 0%
None 25%
Common Shares in WSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $3,628,397,555 across 26 REIT - Retail names. WSR ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
8,503,133 | $1,586,089,395 | |
| 2 | O |
Realty Income Corp
|
17,332,135 | $1,060,380,014 | |
| 3 | KIM |
Kimco Realty Corp
|
8,753,550 | $196,692,265 | |
| 4 | KRG |
Kite Realty Group Trust
|
5,952,067 | $146,123,242 | |
| 5 | ADC |
Agree Realty Corp
|
1,526,561 | $115,072,165 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
2,631,594 | $75,789,905 | |
| 7 | NTST |
NETSTREIT Corp.
|
3,433,461 | $64,652,070 | |
| 8 | REG |
Regency Centers Corp
|
719,536 | $54,440,091 |
All Filings in WSR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,628,315 | 162,744 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $2,431,067 | 175,023 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,614,142 | 131,445 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $1,413,444 | 113,257 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,399,516 | 164,689 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,818,956 | 128,367 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,709,973 | 126,384 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,243,617 | 93,435 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $933,993 | 74,422 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,485,503 | 120,871 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $979,175 | 101,680 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,071,741 | 110,489 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,098,331 | 119,384 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $727,904 | 75,509 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $449,291 | 53,108 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $570,683 | 53,087 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,142,427 | 86,221 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $988,716 | 97,603 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $873,302 | 89,295 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,277,881 | 154,895 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $1,493,817 | 154,002 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $899,722 | 112,889 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $288,228 | 48,038 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $478,205 | 65,778 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $293,148 | 47,282 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||