Position in WSR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,640,959
-$90,230 QoQ
Shares Held
163,527
-16.8% QoQ
Ownership
0.318%
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 88%
Shared 0%
None 12%
Common Shares in WSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $705,650,836 across 26 REIT - Retail names. WSR ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
5,118,129 | $313,127,131 | |
| 2 | SPG |
Simon Property Group Inc.
|
665,938 | $124,217,412 | |
| 3 | FRT |
Federal Realty Investment Trust
|
864,495 | $91,818,012 | |
| 4 | KIM |
Kimco Realty Corp
|
2,395,550 | $53,828,006 | |
| 5 | ADC |
Agree Realty Corp
|
370,565 | $27,933,189 | |
| 6 | REG |
Regency Centers Corp
|
214,751 | $16,248,059 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
387,913 | $11,777,037 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
335,775 | $10,677,644 |
All Filings in WSR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,640,959 | 163,527 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,731,189 | 196,630 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,218,332 | 180,646 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,186,320 | 175,186 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,552,313 | 175,176 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,562,473 | 180,838 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,365,882 | 174,862 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,340,882 | 175,874 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,118,250 | 168,785 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,045,657 | 166,449 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,592,753 | 165,395 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,757,454 | 181,181 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,655,465 | 179,942 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,673,695 | 173,620 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,482,631 | 175,252 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,947,447 | 181,158 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,026,166 | 228,390 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,447,680 | 241,627 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,076,342 | 212,305 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,630,008 | 197,577 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,197,844 | 226,582 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,311,553 | 290,032 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,797,432 | 299,572 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $2,292,135 | 315,287 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,122,911 | 181,115 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||