Position in O
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,594,478
+$778,460 QoQ
Shares Held
25,734
+92.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#555
of 1,452 holders
Holding Since
Sep 2022
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $7,992,802 across 7 REIT - Retail names. O ranks #2 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBL |
Cbl & Associates Properties Inc
|
53,497 | $2,840,155 | |
| 2 | O |
Realty Income Corp
This page
|
25,734 | $1,594,478 | |
| 3 | SPG |
Simon Property Group Inc.
|
6,424 | $1,436,727 | |
| 4 | KRG |
Kite Realty Group Trust
|
34,889 | $990,149 | |
| 5 | NNN |
Nnn REIT, Inc.
|
11,692 | $544,028 | |
| 6 | ADC |
Agree Realty Corp
|
5,106 | $386,728 | |
| 7 | MAC |
Macerich Co
|
7,961 | $200,537 |
All Filings in O
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,594,478 | 25,734 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $816,018 | 13,338 | Shares | Sole | 2026-04-20 | |
| 2022-09-30 | $236,932 | 4,071 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||