Position in O
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$248,268
-$1,126,652 QoQ
Shares Held
4,058
-83.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026IEQ CAPITAL, LLC holds $34,440,921 across 10 REIT - Retail names. O ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
389,438 | $16,368,079 | |
| 2 | FRT |
Federal Realty Investment Trust
|
123,910 | $13,160,481 | |
| 3 | GTY |
Getty Realty Corp /Md/
|
48,569 | $1,544,494 | |
| 4 | CBL |
Cbl & Associates Properties Inc
|
36,204 | $1,391,319 | |
| 5 | SPG |
Simon Property Group Inc.
|
2,725 | $508,294 | |
| 6 | UE |
Urban Edge Properties
|
21,388 | $427,332 | |
| 7 | SITC |
SITE Centers Corp.
|
62,640 | $338,256 | |
| 8 | O |
Realty Income Corp
This page
|
4,058 | $248,268 |
All Filings in O
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $248,268 | 4,058 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,374,920 | 23,866 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,210,064 | 38,098 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,629,645 | 30,512 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $1,981,684 | 31,247 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,457,937 | 27,602 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,214,166 | 22,443 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $1,201,972 | 20,933 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $432,130 | 8,653 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $409,382 | 6,847 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $597,486 | 9,436 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $341,380 | 5,382 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $589,275 | 10,125 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $407,648 | 5,972 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $364,795 | 5,264 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $331,175 | 4,626 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $217,833 | 3,466 | Shares | Other | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||