Intrua Financial, LLC GTY — GETTY RLTY CORP NEW

Ownership history in Intrua Financial, LLC  ·  11 quarters on record

AI Ownership Summary

Intrua Financial, LLC reported GETTY RLTY CORP NEW (GTY) in 11 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.1% in 2024 Q4. The latest visible filing shows GTY at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GTY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Intrua Financial, LLC's position in GETTY RLTY CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GTY was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GTY stock page Intrua Financial, LLC fund profile Intrua Financial, LLC full holdings
How Intrua Financial, LLC held GTY — position size vs. price
% of Fund (quarterly)    GTY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 21,086 -62 -0.3% 0.07% $671K 2026-04-23 $33.76
2025 Q4 ADDED — — — 21,148 +1,308 +6.6% 0.06% $579K 2026-02-05 $30.75
2025 Q3 ADDED — — — 19,840 +875 +4.6% 0.06% $532K 2025-10-29 $26.89
2025 Q2 ADDED — — — 18,965 +914 +5.1% 0.07% $524K 2025-08-08 $27.11
2025 Q1 ADDED — — — 18,051 +1,219 +7.2% 0.08% $563K 2025-05-28 $27.12
2024 Q4 REDUCED 12.8% +5.1% ❌ 16,832 -2,460 -12.8% 0.10% $569K 2025-02-13 $28.51
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GTY

As of 2026 Q1 — sorted by position size

Pensionfund Sabic 3Y 7Y 0.94% Pensionfund PDN 3Y 7Y 0.86% ALBERT D MASON INC 3Y 7Y 0.63% Castellan Group 3Y 0.59% CHATHAM CAPITAL GROUP, INC. 3Y 7Y 0.25% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.06% Inscription Capital, LLC 3Y 0.03% Clear Creek Financial Management, LLC 3Y 0.03% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.03% Essex Financial Services, Inc. 3Y 7Y 0.03%

FAQ About Intrua Financial, LLC and GTY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Intrua Financial, LLC reported owning GTY?

Intrua Financial, LLC reported GTY across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported GTY position in Intrua Financial, LLC's portfolio?

The largest reported portfolio weight for GTY was 0.10% in 2024 Q4.

What is the latest reported GTY position on this page?

The most recent filing on this page is 2026 Q1, when Intrua Financial, LLC reported 21,086 shares, equal to 0.07% of portfolio, with an estimated market value of $671K.

What does the chart on this GTY ownership page compare?

The chart compares Intrua Financial, LLC's quarterly GTY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Intrua Financial, LLC time their GTY position?

Based on 13F filing dates vs. subsequent GTY price moves, Intrua Financial, LLC correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on GTY relative to SPY over the holding period was -7.0%.

← Back to Intrua Financial, LLC Holdings