Position in O
as of Mar 31, 2025
· filed May 5, 2025
Position Value
$307,975
+$178,296 QoQ
Shares Held
5,309
+118.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 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 Mar 31, 2025Lindbrook Capital, LLC holds $1,779,846 across 25 REIT - Retail names. O ranks #1 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
5,309 | $307,975 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,744 | $289,643 | |
| 3 | NNN |
Nnn REIT, Inc.
|
5,531 | $235,897 | |
| 4 | ADC |
Agree Realty Corp
|
2,832 | $218,602 | |
| 5 | REG |
Regency Centers Corp
|
1,678 | $123,769 | |
| 6 | KRG |
Kite Realty Group Trust
|
4,690 | $104,915 | |
| 7 | SKT |
Tanger Inc.
|
2,992 | $101,099 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
3,011 | $79,942 |
All Filings in O
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 | $307,975 | 5,309 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $129,679 | 2,428 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $148,593 | 2,343 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $103,368 | 1,957 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $85,640 | 1,583 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $89,460 | 1,558 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $97,782 | 1,958 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $108,518 | 1,815 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $121,954 | 1,926 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $284,420 | 4,484 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $348,094 | 5,981 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $363,825 | 5,330 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $604,157 | 8,718 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $556,182 | 7,769 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $218,642 | 3,371 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $221,643 | 3,321 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $212,026 | 3,339 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $160,336 | 2,579 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $73,507 | 1,210 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $69,971 | 1,176 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $57,538 | 1,154 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||