Position in O
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$441,841
+$39,021 QoQ
Shares Held
7,222
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Larson Financial Group LLC holds $6,384,419 across 23 REIT - Retail names. O ranks #3 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSR |
Whitestone REIT
|
275,226 | $4,444,899 | |
| 2 | SPG |
Simon Property Group Inc.
|
3,001 | $559,776 | |
| 3 | O |
Realty Income Corp
This page
|
7,222 | $441,841 | |
| 4 | REG |
Regency Centers Corp
|
4,661 | $352,651 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
3,226 | $120,716 | |
| 6 | ADC |
Agree Realty Corp
|
1,318 | $99,350 | |
| 7 | NNN |
Nnn REIT, Inc.
|
2,056 | $86,413 | |
| 8 | KRG |
Kite Realty Group Trust
|
2,724 | $66,874 |
All Filings in O
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $441,841 | 7,222 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $402,820 | 7,146 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $493,432 | 8,117 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $425,507 | 7,386 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $316,502 | 5,456 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $568,335 | 10,641 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $560,125 | 8,832 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $286,548 | 5,425 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $294,358 | 5,441 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $139,932 | 2,437 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $118,058 | 2,364 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $24,693 | 413 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $47,110 | 744 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $46,113 | 727 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $33,290 | 572 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $38,976 | 571 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $39,431 | 569 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $40,591 | 567 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $26,981 | 416 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $27,630 | 414 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $16,700 | 263 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $16,350 | 263 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $15,977 | 263 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $17,135 | 288 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $13,113 | 263 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||