Baird Financial Group, Inc.

Position in O — Realty Income Corp

CIK 1648711 MILWAUKEE, WI

Back to O Full portfolio

Position in O

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,791,799

+$535,446 QoQ

Shares Held

77,337

+11.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#329

of 1,452 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in O Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

Baird Financial Group, Inc. holds $12,037,486 across 4 REIT - Retail names. O ranks #2 (39.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	30,096	$6,730,969
2	O	Realty Income Corp This page	77,337	$4,791,799
3	ADC	Agree Realty Corp	3,544	$268,422
4	GTY	Getty Realty Corp /Md/	7,383	$246,296

All Filings in O

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,791,799	77,337	+11.2%	Shares	Defined	2026-08-12
2026-03-31	$4,256,353	69,571	-4.1%	Shares	Defined	2026-05-14
2025-12-31	$4,089,924	72,555	+6.1%	Shares	Defined	2026-02-13
2025-09-30	$4,157,062	68,384	+4.2%	Shares	Defined	2025-11-13
2025-06-30	$3,780,425	65,621	+0.5%	Shares	Defined	2025-08-13
2025-03-31	$3,786,254	65,269	+2.4%	Shares	Defined	2025-05-15
2024-12-31	$3,403,124	63,717	-0.7%	Shares	Defined	2025-02-14
2024-09-30	$4,068,201	64,147	+1.7%	Shares	Defined	2024-11-14
2024-06-30	$3,330,036	63,045	-55.8%	Shares	Defined	2024-08-14
2024-03-31	$7,709,627	142,507	-1.0%	Shares	Defined	2024-05-14
2023-12-31	$8,265,781	143,953	+30.0%	Shares	Defined	2024-02-14
2023-09-30	$5,531,503	110,763	+2.4%	Shares	Defined	2023-11-13
2023-06-30	$6,467,842	108,176	-42.5%	Shares	Defined	2023-08-11
2023-03-31	$11,917,140	188,205	-0.7%	Shares	Defined	2023-05-15
2022-12-31	$12,020,808	189,513	+50.9%	Shares	Defined	2023-02-13
2022-09-30	$7,310,151	125,604	+11.9%	Shares	Defined	2022-11-15
2022-06-30	$7,661,979	112,247	-3.0%	Shares	Defined	2022-08-08
2022-03-31	$8,020,296	115,733	+8.2%	Shares	Defined	2022-05-13
2021-12-31	$7,655,118	106,930	+4.5%	Shares	Defined	2022-02-09
2021-09-30	$6,639,323	102,364	+10.5%	Shares	Defined	2021-11-12
2021-06-30	$6,184,123	92,660	+1.4%	Shares	Defined	2021-08-11
2021-03-31	$5,800,152	91,341	+5.3%	Shares	Defined	2021-05-13
2020-12-31	$5,395,107	86,780	+5.0%	Shares	Defined	2021-02-11
2020-09-30	$5,022,021	82,667	-0.8%	Shares	Defined	2020-11-12
2020-06-30	$4,955,929	83,293	-55.0%	Shares	Defined	2020-10-22
2020-03-31	$9,235,875	185,236	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.