Position in O
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$155,335
+$13,734 QoQ
Shares Held
2,539
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Parkside Financial Bank & Trust holds $676,820 across 21 REIT - Retail names. O ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,396 | $260,394 | |
| 2 | O |
Realty Income Corp
This page
|
2,539 | $155,335 | |
| 3 | EPRT |
Essential Properties Realty Trust, Inc.
|
2,262 | $68,673 | |
| 4 | KIM |
Kimco Realty Corp
|
2,020 | $45,388 | |
| 5 | FRT |
Federal Realty Investment Trust
|
377 | $40,040 | |
| 6 | ADC |
Agree Realty Corp
|
329 | $24,799 | |
| 7 | REG |
Regency Centers Corp
|
219 | $16,568 | |
| 8 | KRG |
Kite Realty Group Trust
|
522 | $12,815 |
All Filings in O
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $155,335 | 2,539 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $141,601 | 2,512 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $153,676 | 2,528 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $143,505 | 2,491 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $140,905 | 2,429 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $114,510 | 2,144 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $122,146 | 1,926 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $109,125 | 2,066 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $98,191 | 1,815 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $100,427 | 1,749 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $42,448 | 850 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $90,999 | 1,522 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $84,658 | 1,337 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $68,694 | 1,083 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $33,523 | 576 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $43,549 | 638 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $27,026 | 390 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $25,700 | 359 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $13,684 | 211 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $12,746 | 191 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $12,191 | 192 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $10,630 | 171 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $11,906 | 196 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $9,579 | 161 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $13,661 | 274 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||