Position in O
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$60,596
-$3,275 QoQ
Shares Held
978
-6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,224
of 1,449 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $10,782,415 across 10 REIT - Retail names. O ranks #2 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
47,489 | $10,620,914 | |
| 2 | O |
Realty Income Corp
This page
|
978 | $60,596 | |
| 3 | REG |
Regency Centers Corp
|
520 | $41,464 | |
| 4 | KIM |
Kimco Realty Corp
|
1,102 | $27,935 | |
| 5 | NNN |
Nnn REIT, Inc.
|
499 | $23,218 | |
| 6 | SKT |
Tanger Inc.
|
122 | $4,815 | |
| 7 | ADC |
Agree Realty Corp
|
23 | $1,742 | |
| 8 | FRT |
Federal Realty Investment Trust
|
9 | $1,110 |
All Filings in O
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,596 | 978 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $63,871 | 1,044 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $52,029 | 923 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $56,109 | 923 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $73,107 | 1,269 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $46,756 | 806 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $149,334 | 2,796 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $157,598 | 2,485 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $131,204 | 2,484 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $36,247 | 670 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $41,055 | 715 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $36,655 | 734 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $34,857 | 583 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $37,865 | 598 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $41,039 | 647 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $31,835 | 547 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $35,904 | 526 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $36,382 | 525 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $37,584 | 525 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $32,948 | 508 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $33,837 | 507 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $30,289 | 477 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $28,100 | 452 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $27,459 | 452 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $26,893 | 452 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $22,536 | 452 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||