Position in O
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,588,991
+$1,669,424 QoQ
Shares Held
154,761
+19.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#227
of 1,452 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Derivatives in O
reported options exposure · as of Jun 30, 2026CallValue
$247,840
CallShares
4,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Tidal Investments LLC holds $25,262,709 across 12 REIT - Retail names. O ranks #2 (38.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
44,563 | $9,966,514 | |
| 2 | O |
Realty Income Corp
This page
|
154,761 | $9,588,991 | |
| 3 | SITC |
SITE Centers Corp.
|
287,953 | $1,143,173 | |
| 4 | KIM |
Kimco Realty Corp
|
38,895 | $985,988 | |
| 5 | SKT |
Tanger Inc.
|
23,845 | $941,161 | |
| 6 | UE |
Urban Edge Properties
|
33,312 | $762,178 | |
| 7 | FRT |
Federal Realty Investment Trust
|
4,271 | $527,212 | |
| 8 | PINE |
Alpine Income Property Trust, Inc.
|
23,958 | $497,368 |
All Filings in O
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,588,991 | 154,761 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $247,840 | 4,000 | Call | Sole | 2026-08-13 | |
| 2026-03-31 | $7,919,567 | 129,447 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,313,551 | 112,002 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $140,925 | 2,500 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $103,343 | 1,700 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $4,386,180 | 72,153 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $128 | 17 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $3,337,577 | 57,934 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,815,027 | 65,765 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,373,219 | 44,434 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,225,851 | 35,097 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,331,380 | 25,206 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,564,193 | 28,913 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,953,428 | 34,020 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,917,046 | 38,387 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,271,900 | 37,998 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,139,836 | 33,794 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,123,255 | 33,474 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $588,984 | 10,120 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $658,777 | 9,651 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $433,956 | 6,262 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $380,214 | 5,311 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $252,888 | 3,899 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $223,378 | 3,347 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||