Position in O
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$34,214,119
+$2,331,135 QoQ
Shares Held
559,237
-1.1% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Janney Montgomery Scott LLC holds $102,778,813 across 11 REIT - Retail names. O ranks #2 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
200,271 | $37,356,549 | |
| 2 | O |
Realty Income Corp
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|
559,237 | $34,214,119 | |
| 3 | FRT |
Federal Realty Investment Trust
|
119,008 | $12,639,839 | |
| 4 | SKT |
Tanger Inc.
|
327,882 | $11,141,430 | |
| 5 | KIM |
Kimco Realty Corp
|
161,331 | $3,625,107 | |
| 6 | CBL |
Cbl & Associates Properties Inc
|
33,520 | $1,288,173 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
26,063 | $975,277 | |
| 8 | REG |
Regency Centers Corp
|
7,845 | $593,552 |
All Filings in O
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,214,119 | 559,237 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $31,882,984 | 565,602 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $35,064,948 | 576,821 | Shares | Sole | 2025-10-27 | |
| 2024-12-31 | $29,389,600 | 550,264 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $33,475,739 | 527,842 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $27,195,644 | 514,874 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $27,791,332 | 513,703 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $26,859,524 | 467,773 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $24,002,261 | 480,622 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $27,801,811 | 464,991 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $28,781,029 | 454,533 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $27,114,104 | 427,465 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $24,220,628 | 416,162 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $27,330,347 | 400,386 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $23,190,274 | 334,636 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $22,355,480 | 312,271 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $18,485,276 | 294,123 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $18,558,687 | 286,973 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $15,610,906 | 253,708 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $13,251,175 | 219,965 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $12,337,022 | 209,577 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $9,745,309 | 169,028 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $6,464,606 | 133,804 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||