Position in O
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,283,026
+$362,284 QoQ
Shares Held
117,544
+3.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#270
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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $11,127,860 across 21 REIT - Retail names. O ranks #1 (65.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
117,544 | $7,283,026 | |
| 2 | FRT |
Federal Realty Investment Trust
|
29,594 | $3,653,083 | |
| 3 | SPG |
Simon Property Group Inc.
|
546 | $122,112 | |
| 4 | KIM |
Kimco Realty Corp
|
425 | $10,773 | |
| 5 | REG |
Regency Centers Corp
|
111 | $8,851 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
270 | $8,513 | |
| 7 | NNN |
Nnn REIT, Inc.
|
168 | $7,817 | |
| 8 | ADC |
Agree Realty Corp
|
95 | $7,195 |
All Filings in O
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,283,026 | 117,544 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,920,742 | 113,121 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,057,407 | 107,458 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,280,579 | 103,316 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,461,820 | 129,523 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $7,165,627 | 123,524 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $6,422,178 | 120,243 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $7,110,904 | 112,124 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,573,091 | 105,511 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $5,035,303 | 93,074 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $5,154,535 | 89,769 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $4,515,774 | 90,424 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $5,014,886 | 83,875 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $5,084,849 | 80,304 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,007,544 | 78,946 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $4,468,654 | 76,781 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $5,161,889 | 75,621 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $4,501,935 | 64,963 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $3,838,297 | 53,615 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $3,290,864 | 50,738 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $3,423,426 | 51,295 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $3,223,640 | 50,766 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $3,113,098 | 50,074 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $3,050,015 | 50,206 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $5,419,672 | 91,087 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $4,676,024 | 93,783 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||