Position in O
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$88,540
-$15,893 QoQ
Shares Held
1,429
-16.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,197
of 1,452 holders
Holding Since
Mar 2021
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, 2026Capital Analysts, LLC holds $511,329 across 11 REIT - Retail names. O ranks #3 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
|
6,478 | $164,217 | |
| 2 | SPG |
Simon Property Group Inc.
|
568 | $127,032 | |
| 3 | O |
Realty Income Corp
This page
|
1,429 | $88,540 | |
| 4 | KRG |
Kite Realty Group Trust
|
2,049 | $58,149 | |
| 5 | REG |
Regency Centers Corp
|
227 | $18,100 | |
| 6 | SKT |
Tanger Inc.
|
407 | $16,064 | |
| 7 | ADC |
Agree Realty Corp
|
192 | $14,542 | |
| 8 | UE |
Urban Edge Properties
|
395 | $9,037 |
All Filings in O
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,540 | 1,429 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $104,433 | 1,707 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $79,255 | 1,406 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $108,144 | 1,779 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $90,965 | 1,579 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $107,550 | 1,854 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $83,318 | 1,560 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $97,857 | 1,543 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $50,812 | 962 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $53,883 | 996 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $56,558 | 985 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $52,536 | 1,052 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $57,038 | 954 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $92,763 | 1,465 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $109,289 | 1,723 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $99,695 | 1,713 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $82,526 | 1,209 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $82,952 | 1,197 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $93,710 | 1,309 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $76,339 | 1,177 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $77,884 | 1,167 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $73,468 | 1,157 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||