Position in O
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,076,926
+$15,943 QoQ
Shares Held
17,381
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#634
of 1,449 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $1,739,713 across 25 REIT - Retail names. O ranks #1 (61.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
17,381 | $1,076,926 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,456 | $325,634 | |
| 3 | ADC |
Agree Realty Corp
|
831 | $62,939 | |
| 4 | FRT |
Federal Realty Investment Trust
|
370 | $45,672 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
1,140 | $35,944 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
908 | $27,103 | |
| 7 | NNN |
Nnn REIT, Inc.
|
490 | $22,799 | |
| 8 | WSR |
Whitestone REIT
|
1,114 | $21,121 |
All Filings in O
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,076,926 | 17,381 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,060,983 | 17,342 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,012,968 | 17,970 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,104,919 | 18,176 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,030,758 | 17,892 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,041,279 | 17,950 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $921,749 | 17,258 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,069,134 | 16,858 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $862,761 | 16,334 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $918,347 | 16,975 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $890,871 | 15,515 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $716,189 | 14,341 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $851,230 | 14,237 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $895,914 | 14,149 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $872,987 | 13,763 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $819,281 | 14,077 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $939,052 | 13,757 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,055,161 | 15,226 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $1,139,140 | 15,912 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,031,338 | 15,901 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,007,840 | 15,101 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $954,468 | 15,031 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $935,346 | 15,045 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $926,437 | 15,250 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $892,499 | 15,000 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $747,900 | 15,000 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||