Position in O
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$150,066
-$2,088 QoQ
Shares Held
2,422
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,160
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, 2026MOTCO holds $362,236 across 9 REIT - Retail names. O ranks #2 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
924 | $206,651 | |
| 2 | O |
Realty Income Corp
This page
|
2,422 | $150,066 | |
| 3 | REG |
Regency Centers Corp
|
34 | $2,710 | |
| 4 | NNN |
Nnn REIT, Inc.
|
18 | $837 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
23 | $725 | |
| 6 | NTST |
NETSTREIT Corp.
|
19 | $401 | |
| 7 | KIM |
Kimco Realty Corp
|
15 | $380 | |
| 8 | IVT |
InvenTrust Properties Corp.
|
10 | $354 |
All Filings in O
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,066 | 2,422 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $152,154 | 2,487 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $133,483 | 2,368 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $141,944 | 2,335 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $142,642 | 2,476 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $131,856 | 2,273 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $119,905 | 2,245 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $142,377 | 2,245 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $140,712 | 2,664 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $116,260 | 2,149 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $117,136 | 2,040 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $108,070 | 2,164 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $129,564 | 2,167 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $137,024 | 2,164 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $134,027 | 2,113 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $148,351 | 2,549 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $130,035 | 1,905 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $131,115 | 1,892 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $137,667 | 1,923 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $118,628 | 1,829 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $122,067 | 1,829 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $112,267 | 1,768 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $119,863 | 1,928 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $114,999 | 1,893 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $156,544 | 2,631 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $219,234 | 4,397 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||