Position in O
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$164,565
+$20,120 QoQ
Shares Held
2,656
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,159
of 1,459 holders
Holding Since
Dec 2025
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, 2026Triumph Capital Management holds $1,263,683 across 11 REIT - Retail names. O ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PINE |
Alpine Income Property Trust, Inc.
|
23,864 | $495,416 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,077 | $240,871 | |
| 3 | O |
Realty Income Corp
This page
|
2,656 | $164,565 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
3,000 | $124,860 | |
| 5 | REG |
Regency Centers Corp
|
1,000 | $79,740 | |
| 6 | GTY |
Getty Realty Corp /Md/
|
2,169 | $72,357 | |
| 7 | MAC |
Macerich Co
|
1,807 | $45,518 | |
| 8 | CBL |
Cbl & Associates Properties Inc
|
400 | $21,236 |
All Filings in O
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,565 | 2,656 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $144,445 | 2,361 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $151,860 | 2,694 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||