Position in O
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$31,862,605
+$9,982,760 QoQ
Shares Held
520,801
+34.2% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1.0380184331797235.ToString("F0")%
Shared 0.ToString("F0")%
None 98.96198156682028.ToString("F0")%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Derivatives in O
reported options exposure · as of Dec 31, 2020CallValue
$120,484
CallShares
2,000
PutValue
$120,484
PutShares
2,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Creative Planning holds $141,217,105 across 25 REIT - Retail names. O ranks #1 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
520,801 | $31,862,605 | |
| 2 | SPG |
Simon Property Group Inc.
|
121,649 | $22,691,187 | |
| 3 | NNN |
Nnn REIT, Inc.
|
452,534 | $19,020,003 | |
| 4 | ADC |
Agree Realty Corp
|
211,993 | $15,980,031 | |
| 5 | REG |
Regency Centers Corp
|
155,192 | $11,741,826 | |
| 6 | FRT |
Federal Realty Investment Trust
|
95,267 | $10,118,308 | |
| 7 | KIM |
Kimco Realty Corp
|
368,127 | $8,271,813 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
231,237 | $6,659,625 |
All Filings in O
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,862,605 | 520,801 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $21,879,845 | 388,147 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $21,879,536 | 359,920 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $16,842,283 | 292,350 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $16,274,705 | 280,550 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $14,857,753 | 278,183 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $16,352,783 | 257,849 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $13,705,776 | 259,481 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $11,323,778 | 209,312 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $8,003,428 | 139,384 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,144,817 | 123,044 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $6,259,534 | 104,692 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,598,120 | 88,410 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,037,711 | 95,187 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,285,142 | 90,810 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,926,742 | 86,826 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,209,766 | 75,177 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,341,217 | 60,640 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,947,721 | 62,813 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,554,937 | 54,970 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,337,258 | 70,489 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,625,637 | 76,784 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $120,484 | 2,000 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $120,484 | 2,000 | Put | Sole | 2021-01-29 | |
| 2020-09-30 | $4,597,575 | 78,102 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,476,045 | 77,635 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,742,740 | 77,467 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||