Position in O
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$365,550
+$56,925 QoQ
Shares Held
5,975
+9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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 Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $945,804 across 7 REIT - Retail names. O ranks #2 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
2,701 | $503,817 | |
| 2 | O |
Realty Income Corp
This page
|
5,975 | $365,550 | |
| 3 | KIM |
Kimco Realty Corp
|
3,000 | $67,410 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
211 | $6,076 | |
| 5 | ADC |
Agree Realty Corp
|
16 | $1,206 | |
| 6 | GTY |
Getty Realty Corp /Md/
|
32 | $1,017 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
24 | $728 |
All Filings in O
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $365,550 | 5,975 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $308,625 | 5,475 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $308,509 | 5,075 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $286,609 | 4,975 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $288,599 | 4,975 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $236,339 | 4,425 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $312,343 | 4,925 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $256,969 | 4,865 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $283,484 | 5,240 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $295,138 | 5,140 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $211,745 | 4,240 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $357,544 | 5,980 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $341,294 | 5,390 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $319,687 | 5,040 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $293,328 | 5,040 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $315,702 | 4,625 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $128,205 | 1,850 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||