Position in O
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,274,392
+$525,245 QoQ
Shares Held
20,568
+68.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#595
of 1,452 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Vontobel Holding Ltd. holds $2,536,895 across 2 REIT - Retail names. O ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
20,568 | $1,274,392 | |
| 2 | SPG |
Simon Property Group Inc.
|
5,645 | $1,262,503 |
All Filings in O
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,274,392 | 20,568 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $749,147 | 12,245 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $640,192 | 11,357 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $658,475 | 10,832 | Shares | Defined | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||