Position in O
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$10,022,568
+$645,926 QoQ
Shares Held
163,821
-1.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.8094200377241014.ToString("F0")%
Shared 0.ToString("F0")%
None 99.19057996227589.ToString("F0")%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026NewEdge Advisors, LLC holds $24,974,174 across 13 REIT - Retail names. O ranks #1 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
163,821 | $10,022,568 | |
| 2 | SPG |
Simon Property Group Inc.
|
32,802 | $6,118,557 | |
| 3 | SKT |
Tanger Inc.
|
118,911 | $4,040,595 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
57,636 | $2,156,739 | |
| 5 | KIM |
Kimco Realty Corp
|
35,827 | $805,032 | |
| 6 | FRT |
Federal Realty Investment Trust
|
5,912 | $627,913 | |
| 7 | NNN |
Nnn REIT, Inc.
|
12,606 | $529,830 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
18,003 | $518,486 |
All Filings in O
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,022,568 | 163,821 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $9,376,642 | 166,341 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $9,856,125 | 162,134 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $7,698,769 | 133,636 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,319,875 | 126,183 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,878,148 | 91,334 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,796,004 | 59,855 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,714,419 | 51,390 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $3,404,945 | 62,938 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,964,567 | 34,214 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,465,689 | 29,349 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,993,458 | 33,341 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,322,007 | 36,671 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,319,571 | 36,569 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,056,147 | 35,329 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,477,018 | 36,288 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,171,446 | 31,334 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,123,574 | 29,663 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $420,081 | 6,684 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $426,307 | 6,592 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $396,198 | 6,439 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $409,044 | 6,790 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $433,197 | 7,359 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $466,371 | 8,089 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $450,383 | 9,322 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||