Position in O
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,422,776
+$2,598,873 QoQ
Shares Held
55,946
+282.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Horizon Investments, LLC holds $19,898,759 across 15 REIT - Retail names. O ranks #3 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
22,466 | $4,190,582 | |
| 2 | BRX |
Brixmor Property Group Inc.
|
129,015 | $3,715,632 | |
| 3 | O |
Realty Income Corp
This page
|
55,946 | $3,422,776 | |
| 4 | REG |
Regency Centers Corp
|
18,442 | $1,395,321 | |
| 5 | FRT |
Federal Realty Investment Trust
|
12,208 | $1,296,611 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
32,547 | $1,217,908 | |
| 7 | FCPT |
Four Corners Property Trust, Inc.
|
46,190 | $1,092,393 | |
| 8 | NNN |
Nnn REIT, Inc.
|
22,853 | $960,511 |
All Filings in O
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,422,776 | 55,946 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $823,903 | 14,616 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,739,141 | 28,609 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $830,736 | 14,420 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $762,193 | 13,139 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $665,648 | 12,463 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $781,968 | 12,330 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $638,699 | 12,092 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $615,820 | 11,383 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $555,710 | 9,678 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $474,629 | 9,504 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $497,393 | 8,319 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $579,821 | 9,157 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $745,492 | 11,753 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $840,640 | 14,444 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $638,026 | 9,347 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $338,807 | 4,889 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $289,867 | 4,049 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $788,198 | 11,810 | Shares | Sole | 2021-08-13 | |
| 2020-09-30 | $658,955 | 10,847 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $400,196 | 6,726 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $229,406 | 4,601 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||