Position in O
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$144,445
-$7,415 QoQ
Shares Held
2,361
-12.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Triumph Capital Management holds $1,000,414 across 11 REIT - Retail names. O ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PINE |
Alpine Income Property Trust, Inc.
|
21,506 | $387,108 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,077 | $200,892 | |
| 3 | O |
Realty Income Corp
This page
|
2,361 | $144,445 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
3,000 | $112,260 | |
| 5 | REG |
Regency Centers Corp
|
1,000 | $75,660 | |
| 6 | MAC |
Macerich Co
|
1,807 | $34,152 | |
| 7 | CBL |
Cbl & Associates Properties Inc
|
400 | $15,372 | |
| 8 | KIM |
Kimco Realty Corp
|
570 | $12,807 |
All Filings in O
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||