Position in O
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,316,202
+$3,172,652 QoQ
Shares Held
101,940
+98.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#295
of 1,449 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 21%
Shared 3%
None 76%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Savant Capital, LLC holds $10,500,378 across 6 REIT - Retail names. O ranks #1 (60.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
101,940 | $6,316,202 | |
| 2 | SPG |
Simon Property Group Inc.
|
13,139 | $2,938,537 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
12,956 | $539,228 | |
| 4 | SKT |
Tanger Inc.
|
6,708 | $264,764 | |
| 5 | IVT |
InvenTrust Properties Corp.
|
6,691 | $236,861 | |
| 6 | FRT |
Federal Realty Investment Trust
|
1,659 | $204,786 |
All Filings in O
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,316,202 | 101,940 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,143,550 | 51,382 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,455,428 | 79,039 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,204,736 | 19,818 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $1,108,416 | 19,240 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $964,358 | 16,624 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $977,403 | 18,300 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,319,262 | 20,802 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,042,085 | 19,729 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $815,070 | 15,066 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $820,531 | 14,290 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $944,365 | 18,910 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,138,341 | 19,039 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $218,517 | 3,451 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||