Position in O
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$348,525
+$71,319 QoQ
Shares Held
5,625
+24.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#949
of 1,452 holders
Holding Since
Mar 2026
2 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 Jun 30, 2026Sagewood Asset Management LP holds $2,383,271 across 7 REIT - Retail names. O ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,894 | $423,593 | |
| 2 | REG |
Regency Centers Corp
|
4,547 | $362,577 | |
| 3 | O |
Realty Income Corp
This page
|
5,625 | $348,525 | |
| 4 | ADC |
Agree Realty Corp
|
4,572 | $346,283 | |
| 5 | KIM |
Kimco Realty Corp
|
13,086 | $331,730 | |
| 6 | FRT |
Federal Realty Investment Trust
|
2,660 | $328,350 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
7,682 | $242,213 |
All Filings in O
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,525 | 5,625 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $277,206 | 4,531 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||