Position in O
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$4,976,625
+$2,366,864 QoQ
Shares Held
81,344
+75.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026INTECH INVESTMENT MANAGEMENT LLC holds $20,554,147 across 20 REIT - Retail names. O ranks #1 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
81,344 | $4,976,625 | |
| 2 | SPG |
Simon Property Group Inc.
|
13,662 | $2,548,372 | |
| 3 | EPRT |
Essential Properties Realty Trust, Inc.
|
51,433 | $1,561,505 | |
| 4 | WSR |
Whitestone REIT
|
75,679 | $1,222,215 | |
| 5 | REG |
Regency Centers Corp
|
15,662 | $1,184,986 | |
| 6 | KRG |
Kite Realty Group Trust
|
46,643 | $1,145,085 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
28,001 | $1,047,797 | |
| 8 | MAC |
Macerich Co
|
55,041 | $1,040,274 |
All Filings in O
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,976,625 | 81,344 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,609,761 | 46,297 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,816,708 | 29,885 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,424,176 | 24,721 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,473,511 | 25,401 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,180,947 | 22,111 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,454,917 | 22,941 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,211,743 | 22,941 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,241,108 | 22,941 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $937,783 | 16,332 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $815,620 | 16,332 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $799,093 | 13,365 | Shares | Sole | 2024-10-18 | |
| 2023-03-31 | $1,667,975 | 26,342 | Shares | Sole | 2024-10-18 | |
| 2022-12-31 | $1,726,945 | 27,226 | Shares | Sole | 2024-10-18 | |
| 2022-09-30 | $3,612,939 | 62,078 | Shares | Sole | 2024-10-18 | |
| 2022-06-30 | $5,599,982 | 82,039 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||