Position in O
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$324,359
+$3,226 QoQ
Shares Held
5,235
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#977
of 1,449 holders
Holding Since
Mar 2021
22 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, 2026Essex Bank holds $616,669 across 2 REIT - Retail names. O ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
5,235 | $324,359 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,307 | $292,310 |
All Filings in O
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,359 | 5,235 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $321,133 | 5,249 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $329,595 | 5,847 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $334,162 | 5,497 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $317,949 | 5,519 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $498,421 | 8,592 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $418,092 | 7,828 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $495,816 | 7,818 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $368,683 | 6,980 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $335,149 | 6,195 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $355,716 | 6,195 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $283,708 | 5,681 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $342,476 | 5,728 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $360,227 | 5,689 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $340,491 | 5,368 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $351,934 | 6,047 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $417,955 | 6,123 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $495,979 | 7,157 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $432,116 | 6,036 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $392,791 | 6,056 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $366,268 | 5,488 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $319,785 | 5,036 | Shares | Sole | 2021-04-22 | |
| No filing history on record for this holder in this stock. | ||||||