Position in O
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$183,835
+$22,260 QoQ
Shares Held
2,967
+12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,150
of 1,452 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 1%
Shared 99%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026VIRTUS ADVISERS, LLC holds $2,152,274 across 6 REIT - Retail names. O ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UE |
Urban Edge Properties
|
33,829 | $774,007 | |
| 2 | ADC |
Agree Realty Corp
|
8,879 | $672,495 | |
| 3 | SPG |
Simon Property Group Inc.
|
1,136 | $254,066 | |
| 4 | SKT |
Tanger Inc.
|
4,767 | $188,153 | |
| 5 | O |
Realty Income Corp
This page
|
2,967 | $183,835 | |
| 6 | PINE |
Alpine Income Property Trust, Inc.
|
3,840 | $79,718 |
All Filings in O
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $183,835 | 2,967 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $161,575 | 2,641 | Shares | Other | 2026-05-14 | |
| 2024-12-31 | $1,002,665 | 18,773 | Shares | Other | 2025-02-14 | |
| 2023-06-30 | $746,537 | 12,486 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $839,623 | 13,260 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,283,950 | 20,242 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $1,902,383 | 32,687 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,501,523 | 36,647 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,600,760 | 23,099 | Shares | Other | 2022-05-16 | |
| 2020-12-31 | $1,426,613 | 22,947 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,233,043 | 20,297 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,118,301 | 18,795 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $1,128,731 | 22,638 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||