Position in O
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,775,098
+$104,727 QoQ
Shares Held
60,928
+1.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#369
of 1,459 holders
Holding Since
Mar 2022
18 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, 2026Truvestments Capital LLC holds $26,224,545 across 11 REIT - Retail names. O ranks #4 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
27,655 | $6,185,040 | |
| 2 | GTY |
Getty Realty Corp /Md/
|
130,558 | $4,355,414 | |
| 3 | PINE |
Alpine Income Property Trust, Inc.
|
209,111 | $4,341,144 | |
| 4 | O |
Realty Income Corp
This page
|
60,928 | $3,775,098 | |
| 5 | KIM |
Kimco Realty Corp
|
78,641 | $1,993,549 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
64,404 | $1,922,459 | |
| 7 | SKT |
Tanger Inc.
|
47,044 | $1,856,826 | |
| 8 | ADC |
Agree Realty Corp
|
22,344 | $1,692,334 |
All Filings in O
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,775,098 | 60,928 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,670,371 | 59,993 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,462,189 | 61,419 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,810,925 | 62,690 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,564,042 | 61,865 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,507,574 | 60,465 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $373,229 | 6,988 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $448,315 | 7,069 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $680,004 | 12,874 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $799,002 | 14,769 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,125,343 | 37,014 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,626,795 | 32,575 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,892,592 | 31,654 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,903,969 | 30,069 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,576,869 | 24,860 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $516,408 | 8,873 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $444,645 | 6,514 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $232,224 | 3,351 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||