Position in O
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,936,683
-$107,707 QoQ
Shares Held
31,257
-6.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#505
of 1,449 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026GeoWealth Management, LLC holds $12,862,489 across 11 REIT - Retail names. O ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
15,222 | $3,404,400 | |
| 2 | O |
Realty Income Corp
This page
|
31,257 | $1,936,683 | |
| 3 | FRT |
Federal Realty Investment Trust
|
15,660 | $1,933,070 | |
| 4 | KIM |
Kimco Realty Corp
|
70,886 | $1,796,960 | |
| 5 | REG |
Regency Centers Corp
|
11,537 | $919,960 | |
| 6 | ADC |
Agree Realty Corp
|
8,042 | $609,101 | |
| 7 | CBL |
Cbl & Associates Properties Inc
|
11,283 | $599,014 | |
| 8 | SKT |
Tanger Inc.
|
14,548 | $574,209 |
All Filings in O
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,936,683 | 31,257 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $2,044,390 | 33,416 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,866,128 | 33,105 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,285,035 | 37,589 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,129,611 | 36,966 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,733,222 | 29,878 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,564,325 | 29,289 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,707,393 | 26,922 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,516,515 | 28,711 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,254,416 | 23,187 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $401,365 | 6,990 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||