Position in O
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$27,130,239
+$1,196,527 QoQ
Shares Held
437,867
+3.3% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#128
of 1,452 holders
Holding Since
Mar 2020
26 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, 2026HighTower Advisors, LLC holds $312,247,385 across 20 REIT - Retail names. O ranks #2 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,021,493 | $228,456,909 | |
| 2 | O |
Realty Income Corp
This page
|
437,867 | $27,130,239 | |
| 3 | SKT |
Tanger Inc.
|
507,904 | $20,046,970 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
464,804 | $14,655,270 | |
| 5 | KIM |
Kimco Realty Corp
|
202,278 | $5,127,747 | |
| 6 | FRT |
Federal Realty Investment Trust
|
32,112 | $3,963,905 | |
| 7 | REG |
Regency Centers Corp
|
37,369 | $2,979,804 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
44,789 | $1,864,118 |
All Filings in O
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,130,239 | 437,867 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $25,933,712 | 423,892 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $22,753,412 | 403,644 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $23,472,113 | 386,118 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $21,286,952 | 369,501 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $20,858,191 | 359,562 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $20,318,232 | 380,420 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $23,713,562 | 373,913 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,106,032 | 304,923 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,115,834 | 186,984 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $8,390,899 | 146,132 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $11,319,350 | 226,659 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $12,852,817 | 214,966 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,835,331 | 186,913 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $14,421,571 | 227,362 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,392,665 | 161,386 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $9,436,808 | 138,248 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,634,782 | 95,740 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,222,745 | 86,922 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,835,829 | 74,558 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,722,954 | 55,783 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,029,013 | 47,701 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,485,492 | 39,979 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,618,751 | 43,107 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,882,118 | 48,439 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,626,178 | 52,671 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||