Position in O
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$277,518
-$27,709 QoQ
Shares Held
4,479
-10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,027
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, 2026WHITTIER TRUST CO OF NEVADA INC holds $785,022 across 9 REIT - Retail names. O ranks #2 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,971 | $440,813 | |
| 2 | O |
Realty Income Corp
This page
|
4,479 | $277,518 | |
| 3 | ADC |
Agree Realty Corp
|
212 | $16,056 | |
| 4 | KIM |
Kimco Realty Corp
|
490 | $12,421 | |
| 5 | EPRT |
Essential Properties Realty Trust, Inc.
|
394 | $11,760 | |
| 6 | REG |
Regency Centers Corp
|
114 | $9,090 | |
| 7 | FRT |
Federal Realty Investment Trust
|
54 | $6,665 | |
| 8 | CBL |
Cbl & Associates Properties Inc
|
110 | $5,839 |
All Filings in O
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,518 | 4,479 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $305,227 | 4,989 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $285,288 | 5,061 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $307,658 | 5,061 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $291,564 | 5,061 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $293,588 | 5,061 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $269,026 | 5,037 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $328,642 | 5,182 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $273,713 | 5,182 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $311,075 | 5,750 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $383,967 | 6,687 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $359,368 | 7,196 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $433,716 | 7,254 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $395,813 | 6,251 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $389,777 | 6,145 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $355,951 | 6,116 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $419,457 | 6,145 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $425,848 | 6,145 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $439,920 | 6,145 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $398,563 | 6,145 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $409,181 | 6,131 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $419,225 | 6,602 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $410,445 | 6,602 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $401,071 | 6,602 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $404,717 | 6,802 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $334,062 | 6,700 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||