Position in O
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$314,013
+$6,523 QoQ
Shares Held
5,068
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#993
of 1,449 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Derivatives in O
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$551,404
PutShares
10,324
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Fulcrum Asset Management LLP holds $406,057 across 16 REIT - Retail names. O ranks #1 (77.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
5,068 | $314,013 | |
| 2 | NNN |
Nnn REIT, Inc.
|
1,514 | $70,446 | |
| 3 | NTST |
NETSTREIT Corp.
|
398 | $8,409 | |
| 4 | KIM |
Kimco Realty Corp
|
90 | $2,281 | |
| 5 | REG |
Regency Centers Corp
|
28 | $2,232 | |
| 6 | MAC |
Macerich Co
|
76 | $1,914 | |
| 7 | FRT |
Federal Realty Investment Trust
|
10 | $1,234 | |
| 8 | KRG |
Kite Realty Group Trust
|
42 | $1,191 |
All Filings in O
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,013 | 5,068 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $307,490 | 5,026 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $283,315 | 5,026 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $305,530 | 5,026 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $289,547 | 5,026 | Shares | Sole | 2025-11-24 | |
| 2024-12-31 | $551,404 | 10,324 | Put | Sole | 2025-02-03 | |
| 2024-09-30 | $651,259 | 10,269 | Put | Sole | 2024-10-15 | |
| 2024-06-30 | $485,944 | 9,200 | Put | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||