Position in O
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$71,625
+$20,051 QoQ
Shares Held
1,156
+37.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,206
of 1,449 holders
Holding Since
Mar 2020
23 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, 2026Plante Moran Financial Advisors, LLC holds $171,599 across 16 REIT - Retail names. O ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
1,156 | $71,625 | |
| 2 | IVT |
InvenTrust Properties Corp.
|
1,176 | $41,630 | |
| 3 | KRG |
Kite Realty Group Trust
|
1,284 | $36,439 | |
| 4 | ADC |
Agree Realty Corp
|
100 | $7,574 | |
| 5 | SPG |
Simon Property Group Inc.
|
27 | $6,038 | |
| 6 | MAC |
Macerich Co
|
77 | $1,939 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
27 | $1,123 | |
| 8 | EPRT |
Essential Properties Realty Trust, Inc.
|
34 | $1,014 |
All Filings in O
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,625 | 1,156 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $51,574 | 843 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $45,096 | 800 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $48,632 | 800 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $46,548 | 808 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $46,408 | 800 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $41,072 | 769 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $48,769 | 769 | Shares | Sole | 2024-10-30 | |
| 2023-09-30 | $24,170 | 484 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $24,573 | 411 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $26,024 | 411 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $25,752 | 406 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $23,338 | 401 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $31,331 | 459 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $27,234 | 393 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $62,712 | 876 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $77,442 | 1,194 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $25,427 | 381 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $69,849 | 1,100 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $62,605 | 1,007 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $24,421 | 402 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $23,621 | 397 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $14,160 | 284 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||