Position in O
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,505
-$306,989 QoQ
Shares Held
105
-98.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,365
of 1,449 holders
Holding Since
Dec 2021
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MCDONALD PARTNERS LLC holds $40,052 across 2 REIT - Retail names. O ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
150 | $33,547 | |
| 2 | O |
Realty Income Corp
This page
|
105 | $6,505 |
All Filings in O
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,505 | 105 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $313,494 | 5,157 | Shares | Sole | 2025-11-12 | |
| 2021-12-31 | $2,362 | 33 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||