Position in O
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$263,144
+$54,154 QoQ
Shares Held
4,247
+24.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,039
of 1,449 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $8,155,029 across 2 REIT - Retail names. O ranks #2 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
|
311,317 | $7,891,885 | |
| 2 | O |
Realty Income Corp
This page
|
4,247 | $263,144 |
All Filings in O
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,144 | 4,247 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $208,990 | 3,416 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||