Position in O
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$943,273
+$20,609 QoQ
Shares Held
15,418
-5.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Sunbelt Securities, Inc. holds $1,809,512 across 16 REIT - Retail names. O ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
15,418 | $943,273 | |
| 2 | SPG |
Simon Property Group Inc.
|
3,603 | $672,067 | |
| 3 | KIM |
Kimco Realty Corp
|
5,876 | $132,033 | |
| 4 | REG |
Regency Centers Corp
|
447 | $33,820 | |
| 5 | NNN |
Nnn REIT, Inc.
|
364 | $15,298 | |
| 6 | FRT |
Federal Realty Investment Trust
|
58 | $6,160 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
135 | $4,098 | |
| 8 | IVT |
InvenTrust Properties Corp.
|
51 | $1,553 |
All Filings in O
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $943,273 | 15,418 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $922,664 | 16,368 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $966,561 | 15,900 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $844,677 | 14,662 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $581,086 | 10,017 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $783,097 | 14,662 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $711,382 | 11,217 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $313,539 | 5,936 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $320,434 | 5,923 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $370,301 | 6,449 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $279,614 | 5,599 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $335,601 | 5,613 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $274,745 | 4,339 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $268,816 | 4,238 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $241,006 | 4,141 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $219,319 | 3,213 | Shares | Sole | 2022-10-03 | |
| No filing history on record for this holder in this stock. | ||||||