Position in O
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$506,027
+$104,687 QoQ
Shares Held
8,167
+24.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#826
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, 2026REGIONS FINANCIAL CORP holds $772,841 across 2 REIT - Retail names. O ranks #1 (65.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
8,167 | $506,027 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,193 | $266,814 |
All Filings in O
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,027 | 8,167 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $401,340 | 6,560 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $323,056 | 5,731 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $438,295 | 7,210 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $421,417 | 7,315 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $388,783 | 6,702 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $322,489 | 6,038 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $404,873 | 6,384 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $331,603 | 6,278 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $352,948 | 6,524 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $369,095 | 6,428 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $387,384 | 7,757 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $585,761 | 9,797 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $1,412,478 | 22,307 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,261,558 | 19,889 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $1,117,440 | 19,200 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $1,388,748 | 20,345 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $1,768,466 | 25,519 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $1,857,187 | 25,942 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $508,307 | 7,837 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $557,211 | 8,349 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $423,925 | 6,676 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $380,417 | 6,119 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $327,989 | 5,399 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $399,363 | 6,712 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $299,259 | 6,002 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||