Position in O
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$976,427
+$431,742 QoQ
Shares Held
15,759
+77.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#658
of 1,452 holders
Holding Since
Mar 2020
19 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, 2026AlphaCore Capital LLC holds $3,267,067 across 7 REIT - Retail names. O ranks #1 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
15,759 | $976,427 | |
| 2 | FRT |
Federal Realty Investment Trust
|
5,078 | $626,828 | |
| 3 | SPG |
Simon Property Group Inc.
|
2,262 | $505,896 | |
| 4 | NNN |
Nnn REIT, Inc.
|
10,368 | $482,423 | |
| 5 | ADC |
Agree Realty Corp
|
3,108 | $235,399 | |
| 6 | KIM |
Kimco Realty Corp
|
8,949 | $226,857 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
6,763 | $213,237 |
All Filings in O
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $976,427 | 15,759 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $544,685 | 8,903 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $774,523 | 13,740 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $420,727 | 6,921 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $421,071 | 7,309 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $368,943 | 6,360 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $334,239 | 6,258 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $414,830 | 6,541 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $349,509 | 6,617 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $374,480 | 6,922 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $390,743 | 6,805 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $407,859 | 8,167 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $337,574 | 5,646 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $348,006 | 5,496 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $342,268 | 5,396 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $282,852 | 4,860 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $303,074 | 4,440 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $293,624 | 4,237 | Shares | Sole | 2022-05-04 | |
| 2020-03-31 | $87,953 | 1,764 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||