Position in O
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$665,698
-$14,134 QoQ
Shares Held
10,744
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#760
of 1,452 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $6,291,157 across 6 REIT - Retail names. O ranks #5 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
49,264 | $2,292,253 | |
| 2 | FRT |
Federal Realty Investment Trust
|
11,849 | $1,462,640 | |
| 3 | REG |
Regency Centers Corp
|
10,727 | $855,370 | |
| 4 | SPG |
Simon Property Group Inc.
|
3,387 | $757,502 | |
| 5 | O |
Realty Income Corp
This page
|
10,744 | $665,698 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
8,173 | $257,694 |
All Filings in O
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $665,698 | 10,744 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $679,832 | 11,112 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $691,321 | 12,264 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $929,722 | 15,294 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $812,070 | 14,096 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $746,298 | 12,865 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $568,282 | 10,640 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $683,287 | 10,774 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $561,106 | 10,623 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $641,030 | 11,849 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $666,646 | 11,610 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $573,361 | 11,481 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $695,656 | 11,635 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $756,927 | 11,954 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $758,305 | 11,955 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $749,092 | 12,871 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $748,061 | 10,959 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $772,487 | 11,147 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $788,778 | 11,018 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $685,440 | 10,568 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $691,492 | 10,361 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $648,334 | 10,210 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $636,993 | 10,246 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $560,661 | 9,229 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $547,102 | 9,195 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $450,585 | 9,037 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||