Position in O
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$661,608
-$4,641 QoQ
Shares Held
10,678
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#763
of 1,452 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 93%
Shared 7%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026CHICAGO TRUST Co NA holds $661,608 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
10,678 | $661,608 |
All Filings in O
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,608 | 10,678 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $666,249 | 10,890 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $610,881 | 10,837 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $751,242 | 12,358 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $446,592 | 7,752 | Shares | Sole | 2025-07-14 | |
| 2023-03-31 | $227,191 | 3,588 | Shares | Sole | 2023-04-11 | |
| 2022-06-30 | $289,489 | 4,241 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $293,900 | 4,241 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $219,280 | 3,063 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||