Position in O
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,201,996
-$532,750 QoQ
Shares Held
35,539
-20.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#484
of 1,452 holders
Holding Since
Dec 2020
22 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, 2026Atria Investments, Inc holds $16,866,220 across 10 REIT - Retail names. O ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
19,324 | $4,321,812 | |
| 2 | MAC |
Macerich Co
|
117,323 | $2,955,366 | |
| 3 | O |
Realty Income Corp
This page
|
35,539 | $2,201,996 | |
| 4 | KIM |
Kimco Realty Corp
|
79,440 | $2,013,804 | |
| 5 | FRT |
Federal Realty Investment Trust
|
14,053 | $1,734,702 | |
| 6 | KRG |
Kite Realty Group Trust
|
44,330 | $1,258,085 | |
| 7 | ADC |
Agree Realty Corp
|
11,535 | $873,660 | |
| 8 | NNN |
Nnn REIT, Inc.
|
18,404 | $856,338 |
All Filings in O
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,201,996 | 35,539 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,734,746 | 44,700 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,959,368 | 52,499 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,511,655 | 57,767 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,731,745 | 64,776 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,300,710 | 56,899 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,579,805 | 67,025 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,682,552 | 73,834 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,876,142 | 73,384 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,546,417 | 65,553 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $3,333,977 | 58,063 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,399,915 | 68,080 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,624,350 | 60,618 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,824,211 | 60,395 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,157,291 | 49,776 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,130,636 | 53,791 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,045,360 | 59,264 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,301,452 | 47,640 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,480,879 | 34,654 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,145,243 | 33,075 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,615,440 | 24,205 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $1,690,898 | 27,198 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||