Vanguard Personalized Indexing Management, LLC
Position in O — Realty Income Corp
CIK 1767306
OAKLAND, CA
Position in O
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,665,939
-$402,846 QoQ
Shares Held
123,724
-6.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#260
of 1,452 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $33,866,225 across 20 REIT - Retail names. O ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
54,950 | $12,289,567 | |
| 2 | O |
Realty Income Corp
This page
|
123,724 | $7,665,939 | |
| 3 | KIM |
Kimco Realty Corp
|
70,241 | $1,780,609 | |
| 4 | NNN |
Nnn REIT, Inc.
|
37,255 | $1,733,475 | |
| 5 | REG |
Regency Centers Corp
|
16,424 | $1,309,649 | |
| 6 | ADC |
Agree Realty Corp
|
16,996 | $1,287,277 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
40,378 | $1,273,118 | |
| 8 | MAC |
Macerich Co
|
41,750 | $1,051,682 |
All Filings in O
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,665,939 | 123,724 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,068,785 | 131,886 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,795,967 | 120,560 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,567,260 | 124,482 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,737,259 | 116,946 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,865,333 | 101,109 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,727,906 | 88,521 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,303,751 | 83,629 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,908,363 | 73,994 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,468,892 | 64,120 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,029,536 | 52,761 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,939,320 | 38,833 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,415,994 | 40,408 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,199,990 | 34,744 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,160,552 | 34,062 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,815,607 | 31,196 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,321,795 | 34,014 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,535,757 | 22,161 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,396,935 | 19,513 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $521,733 | 8,044 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $458,370 | 6,868 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $462,152 | 7,278 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $245,633 | 3,951 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $220,826 | 3,635 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||