Position in O
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,526,778
+$2,432,901 QoQ
Shares Held
139,372
+28.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 22.67313377148925.ToString("F0")%
Shared 19.480957437648883.ToString("F0")%
None 57.84590879086187.ToString("F0")%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Cerity Partners LLC holds $52,054,707 across 19 REIT - Retail names. O ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
57,493 | $10,724,168 | |
| 2 | FRT |
Federal Realty Investment Trust
|
100,687 | $10,693,966 | |
| 3 | O |
Realty Income Corp
This page
|
139,372 | $8,526,778 | |
| 4 | NNN |
Nnn REIT, Inc.
|
149,155 | $6,268,984 | |
| 5 | ADC |
Agree Realty Corp
|
43,311 | $3,264,782 | |
| 6 | REG |
Regency Centers Corp
|
40,641 | $3,074,897 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
62,656 | $2,344,586 | |
| 8 | KIM |
Kimco Realty Corp
|
51,524 | $1,157,743 |
All Filings in O
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,526,778 | 139,372 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $6,093,877 | 108,105 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,891,944 | 113,373 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,594,559 | 114,469 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,671,289 | 97,764 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $4,653,559 | 87,129 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $5,513,354 | 86,934 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,869,921 | 54,334 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,498,809 | 64,673 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $22,999,121 | 400,542 | Shares | Defined | 2024-01-26 | |
| 2023-09-30 | $1,627,394 | 32,587 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,609,355 | 43,642 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,957,221 | 30,910 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,277,543 | 20,141 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $831,037 | 14,279 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $951,339 | 13,937 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $548,578 | 7,916 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $466,050 | 6,510 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,847,314 | 29,393 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $340,878 | 5,271 | Shares | Sole | 2021-08-11 | |
| 2020-03-31 | $226,109 | 4,680 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||