Position in O
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$9,450,474
+$1,660,535 QoQ
Shares Held
154,470
+11.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 quarters on record
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $16,064,922 across 7 REIT - Retail names. O ranks #1 (58.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
154,470 | $9,450,474 | |
| 2 | SPG |
Simon Property Group Inc.
|
13,387 | $2,497,077 | |
| 3 | GTY |
Getty Realty Corp /Md/
|
50,003 | $1,590,095 | |
| 4 | FRT |
Federal Realty Investment Trust
|
10,523 | $1,117,647 | |
| 5 | SKT |
Tanger Inc.
|
17,518 | $595,261 | |
| 6 | KIM |
Kimco Realty Corp
|
22,086 | $496,272 | |
| 7 | PINE |
Alpine Income Property Trust, Inc.
|
17,672 | $318,096 |
All Filings in O
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,450,474 | 154,470 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,789,939 | 138,193 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $8,781,966 | 144,464 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $8,143,000 | 141,347 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,265,520 | 125,246 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,814,746 | 108,870 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,672,709 | 42,143 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,151,358 | 40,730 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,041,679 | 37,739 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $858,199 | 14,946 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $211,495 | 4,235 | Shares | Sole | 2023-11-08 | |
| 2023-03-31 | $204,270 | 3,226 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||