Position in O
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$424,549
+$14,460 QoQ
Shares Held
6,852
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#873
of 1,449 holders
Holding Since
Mar 2020
16 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, 2026CX Institutional holds $1,662,864 across 10 REIT - Retail names. O ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
2,217 | $495,832 | |
| 2 | O |
Realty Income Corp
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|
6,852 | $424,549 | |
| 3 | REG |
Regency Centers Corp
|
3,436 | $273,986 | |
| 4 | FRT |
Federal Realty Investment Trust
|
1,614 | $199,232 | |
| 5 | KIM |
Kimco Realty Corp
|
7,174 | $181,860 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
881 | $31,187 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
724 | $30,132 | |
| 8 | KRG |
Kite Realty Group Trust
|
732 | $20,774 |
All Filings in O
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,549 | 6,852 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $410,089 | 6,703 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $409,697 | 7,268 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $600,909 | 9,885 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $266,964 | 4,634 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $264,873 | 4,566 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $218,291 | 3,442 | Shares | Sole | 2024-10-11 | |
| 2023-06-30 | $232,523 | 3,889 | Shares | Sole | 2023-07-26 | |
| 2022-06-30 | $75,700 | 1,109 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $50,071 | 772 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $48,653 | 729 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $32,892 | 518 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $26,981 | 434 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $58,380 | 961 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $6,485 | 109 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $10,021 | 201 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||