Position in O
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,796
+$22 QoQ
Shares Held
29
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,413
of 1,449 holders
Holding Since
Mar 2022
18 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, 2026GHP Investment Advisors, Inc. holds $138,370 across 12 REIT - Retail names. O ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
461 | $103,102 | |
| 2 | MAC |
Macerich Co
|
896 | $22,570 | |
| 3 | KRG |
Kite Realty Group Trust
|
184 | $5,221 | |
| 4 | KIM |
Kimco Realty Corp
|
188 | $4,765 | |
| 5 | O |
Realty Income Corp
This page
|
29 | $1,796 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
9 | $283 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
4 | $166 | |
| 8 | UE |
Urban Edge Properties
|
7 | $160 |
All Filings in O
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,796 | 29 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,774 | 29 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,183 | 21 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,276 | 21 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,209 | 21 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,218 | 21 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,121 | 21 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $7,673 | 121 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,391 | 121 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,546 | 121 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $6,947 | 121 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $6,042 | 121 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,554 | 26 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,332 | 100 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $6,025 | 95 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,222 | 21 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,576 | 111 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,692 | 111 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||