Position in WSR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,088,725
+$332,135 QoQ
Shares Held
253,172
-6.4% QoQ
Ownership
0.493%
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 0%
Shared 95%
None 5%
Common Shares in WSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Invesco Ltd. holds $2,814,099,751 across 26 REIT - Retail names. WSR ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
3,241,968 | $604,724,281 | |
| 2 | O |
Realty Income Corp
|
8,186,505 | $500,850,367 | |
| 3 | KIM |
Kimco Realty Corp
|
19,304,760 | $433,777,949 | |
| 4 | REG |
Regency Centers Corp
|
4,097,198 | $309,993,995 | |
| 5 | FRT |
Federal Realty Investment Trust
|
2,688,309 | $285,525,295 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
7,396,550 | $213,020,633 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
5,674,114 | $172,266,097 | |
| 8 | SKT |
Tanger Inc.
|
2,378,485 | $80,820,915 |
All Filings in WSR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,088,725 | 253,172 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,756,590 | 270,453 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $3,806,012 | 309,936 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,247,066 | 340,310 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $5,141,939 | 352,913 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $7,178,534 | 506,601 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,363,738 | 470,343 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $6,023,424 | 452,549 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,594,724 | 445,795 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,000,369 | 488,232 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $4,722,617 | 490,407 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,283,918 | 544,734 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,640,377 | 178,302 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,195,151 | 227,713 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,730,634 | 204,567 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,256,133 | 209,873 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $17,405,728 | 1,313,640 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,083,051 | 501,782 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,743,201 | 280,491 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,960,595 | 237,648 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $2,246,596 | 231,608 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,302,512 | 163,427 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $6,059,058 | 1,009,843 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $6,590,494 | 906,533 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $14,268,921 | 2,301,439 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||