Position in WSR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,406,915
+$823,073 QoQ
Shares Held
272,874
+5.8% QoQ
Ownership
0.531%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 71.887024780668.ToString("F0")%
Shared 0.ToString("F0")%
None 28.112975219331997.ToString("F0")%
Common Shares in WSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $44,660,291 across 10 REIT - Retail names. WSR ranks #6 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVT |
InvenTrust Properties Corp.
|
346,266 | $10,547,262 | |
| 2 | REG |
Regency Centers Corp
|
88,999 | $6,733,664 | |
| 3 | SITC |
SITE Centers Corp.
|
1,171,207 | $6,324,517 | |
| 4 | ALX |
Alexanders Inc
|
23,569 | $5,566,997 | |
| 5 | SPG |
Simon Property Group Inc.
|
27,795 | $5,184,601 | |
| 6 | WSR |
Whitestone REIT
This page
|
272,874 | $4,406,915 | |
| 7 | SKT |
Tanger Inc.
|
77,407 | $2,630,289 | |
| 8 | PINE |
Alpine Income Property Trust, Inc.
|
81,158 | $1,460,844 |
All Filings in WSR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,406,915 | 272,874 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,583,842 | 258,016 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,207,879 | 261,228 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,456,148 | 276,935 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,217,396 | 83,555 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $994,889 | 70,211 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $928,347 | 68,614 | Shares | Sole | 2024-11-14 | |
| 2022-09-30 | $1,187,843 | 140,407 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,022,018 | 281,118 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,985,609 | 225,329 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,344,355 | 231,427 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,217,438 | 226,732 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,993,167 | 241,596 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $254,169 | 26,203 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $174,479 | 21,892 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $173,916 | 28,986 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $210,728 | 28,986 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||