Position in O
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,320,154
-$324,290 QoQ
Shares Held
37,446
-13.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#474
of 1,452 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $14,558,282 across 15 REIT - Retail names. O ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
11,752 | $2,628,334 | |
| 2 | O |
Realty Income Corp
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|
37,446 | $2,320,154 | |
| 3 | NNN |
Nnn REIT, Inc.
|
45,353 | $2,110,275 | |
| 4 | KIM |
Kimco Realty Corp
|
59,735 | $1,514,282 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
36,564 | $1,152,862 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
21,728 | $904,319 | |
| 7 | KRG |
Kite Realty Group Trust
|
23,757 | $674,223 | |
| 8 | REG |
Regency Centers Corp
|
7,238 | $577,158 |
All Filings in O
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,320,154 | 37,446 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,644,444 | 43,224 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,720,303 | 48,258 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,041,019 | 50,025 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,463,922 | 42,769 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,331,793 | 22,958 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $6,770,909 | 106,763 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $6,157,649 | 116,578 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,959,586 | 128,643 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,929,070 | 138,089 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $6,091,631 | 121,979 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,818,798 | 130,771 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $10,714,250 | 169,208 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $5,595,930 | 96,150 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $5,845,581 | 85,637 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,815,449 | 69,487 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $260,737 | 4,020 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,760,097 | 41,356 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,956,815 | 30,816 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $265,590 | 4,272 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $239,051 | 3,935 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $244,723 | 4,113 | Shares | Sole | 2020-08-25 | |
| No filing history on record for this holder in this stock. | ||||||