Position in O
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,043,027
+$227,160 QoQ
Shares Held
129,810
+1.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#252
of 1,452 holders
Holding Since
Jun 2022
17 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, 2026New York Life Investment Management LLC holds $30,223,738 across 6 REIT - Retail names. O ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
45,202 | $10,109,427 | |
| 2 | O |
Realty Income Corp
This page
|
129,810 | $8,043,027 | |
| 3 | KIM |
Kimco Realty Corp
|
182,991 | $4,638,821 | |
| 4 | REG |
Regency Centers Corp
|
44,890 | $3,579,528 | |
| 5 | FRT |
Federal Realty Investment Trust
|
20,941 | $2,584,957 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
40,215 | $1,267,978 |
All Filings in O
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,043,027 | 129,810 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,815,867 | 127,752 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $7,108,144 | 126,098 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,546,956 | 124,148 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,077,964 | 122,860 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $6,795,581 | 117,145 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,282,030 | 117,619 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $7,365,725 | 116,142 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,353,188 | 120,280 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $6,189,905 | 114,416 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,975,756 | 104,071 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,003,385 | 140,236 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,323,365 | 139,210 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $8,984,221 | 141,886 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,218,233 | 98,033 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,617,114 | 96,514 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,434,733 | 94,268 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||