Position in O
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$400,695
+$340,188 QoQ
Shares Held
6,467
+553.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#893
of 1,452 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, 2026WHITTIER TRUST CO holds $4,222,669 across 13 REIT - Retail names. O ranks #2 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
15,038 | $3,363,248 | |
| 2 | O |
Realty Income Corp
This page
|
6,467 | $400,695 | |
| 3 | FRT |
Federal Realty Investment Trust
|
1,000 | $123,440 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
2,500 | $104,050 | |
| 5 | BFS |
Saul Centers, Inc.
|
2,000 | $74,780 | |
| 6 | NNN |
Nnn REIT, Inc.
|
1,459 | $67,887 | |
| 7 | FCPT |
Four Corners Property Trust, Inc.
|
900 | $22,095 | |
| 8 | MAC |
Macerich Co
|
822 | $20,706 |
All Filings in O
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,695 | 6,467 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $60,507 | 989 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $42,953 | 762 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $46,321 | 762 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $43,898 | 762 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $44,203 | 762 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $203,812 | 3,816 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $245,498 | 3,871 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $195,698 | 3,705 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $200,440 | 3,705 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $235,823 | 4,107 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $62,874 | 1,259 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $71,449 | 1,195 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $171,407 | 2,707 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $263,995 | 4,162 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $128,272 | 2,204 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $152,834 | 2,239 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $152,737 | 2,204 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $148,477 | 2,074 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $124,401 | 1,918 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $60,666 | 909 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $57,721 | 909 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $56,512 | 909 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $55,221 | 909 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $54,085 | 909 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $50,408 | 1,011 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||