Position in O
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,919,567
+$1,606,016 QoQ
Shares Held
129,447
+15.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 94.06784243744544.ToString("F0")%
Shared 5.932157562554559.ToString("F0")%
None 0.ToString("F0")%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Derivatives in O
reported options exposure · as of Dec 31, 2025CallValue
$140,925
CallShares
2,500
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 Mar 31, 2026Tidal Investments LLC holds $20,865,013 across 9 REIT - Retail names. O ranks #2 (38.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
48,676 | $9,079,532 | |
| 2 | O |
Realty Income Corp
This page
|
129,447 | $7,919,567 | |
| 3 | KIM |
Kimco Realty Corp
|
48,741 | $1,095,209 | |
| 4 | REG |
Regency Centers Corp
|
8,184 | $619,201 | |
| 5 | FRT |
Federal Realty Investment Trust
|
4,533 | $481,449 | |
| 6 | ADC |
Agree Realty Corp
|
6,228 | $469,465 | |
| 7 | PINE |
Alpine Income Property Trust, Inc.
|
23,958 | $431,244 | |
| 8 | NNN |
Nnn REIT, Inc.
|
9,883 | $415,382 |
All Filings in O
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $979 | 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 | 2023-05-23 | |
| 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 | $245,047 | 3,899 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $216,452 | 3,347 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||