Ethic Inc.

Position in O — Realty Income Corp

CIK 1780570 NEW YORK, NY

Position in O

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$6,603,448

-$135,406 QoQ

Shares Held

106,576

-3.2% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#285

of 1,452 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Real Estate · as of Jun 30, 2026

Ethic Inc. holds $23,605,545 across 11 REIT - Retail names. O ranks #2 (28.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	51,724	$11,568,072
2	O	Realty Income Corp This page	106,576	$6,603,448
3	KIM	Kimco Realty Corp	45,245	$1,146,960
4	REG	Regency Centers Corp	14,028	$1,118,592
5	CBL	Cbl & Associates Properties Inc	12,065	$640,530
6	KRG	Kite Realty Group Trust	21,840	$619,819
7	FRT	Federal Realty Investment Trust	3,972	$490,303
8	SKT	Tanger Inc.	12,134	$478,928

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,603,448	106,576	-3.2%	Shares	Sole	2026-07-29
2026-03-31	$6,738,854	110,148	+10.7%	Shares	Sole	2026-04-27
2025-12-31	$5,609,716	99,516	+2.9%	Shares	Sole	2026-02-03
2025-09-30	$5,880,885	96,741	+14.7%	Shares	Sole	2025-10-17
2025-06-30	$4,857,559	84,318	-20.7%	Shares	Sole	2025-07-30
2025-03-31	$6,165,012	106,275	+13.4%	Shares	Sole	2025-05-13
2024-12-31	$5,007,507	93,756	+19.6%	Shares	Sole	2025-02-14
2024-09-30	$4,971,176	78,385	-5.6%	Shares	Sole	2024-11-13
2024-06-30	$4,384,957	83,017	+5.9%	Shares	Sole	2024-08-13
2024-03-31	$4,240,628	78,385	-0.6%	Shares	Sole	2024-05-13
2023-12-31	$4,530,036	78,893	+9.8%	Shares	Sole	2024-02-14
2023-09-30	$3,588,738	71,861	+26.6%	Shares	Sole	2023-11-14
2023-06-30	$3,392,903	56,747	+22.8%	Shares	Sole	2023-08-14
2023-03-31	$2,926,333	46,215	+12.9%	Shares	Sole	2023-05-12
2022-12-31	$2,595,682	40,922	+52.3%	Shares	Sole	2023-02-14
2022-09-30	$1,563,484	26,864	+1.3%	Shares	Sole	2022-11-14
2022-06-30	$1,810,323	26,521	+16.4%	Shares	Sole	2022-08-10
2022-03-31	$1,578,515	22,778	-16.7%	Shares	Sole	2022-05-16
2021-12-31	$1,958,559	27,358	+146.9%	Shares	Sole	2022-02-14
2021-09-30	$718,713	11,081	+12.6%	Shares	Sole	2021-11-15
2021-06-30	$656,654	9,839	+35.9%	Shares	Sole	2021-08-10
2021-03-31	$459,803	7,241	+58.6%	Shares	Sole	2021-05-13
2020-12-31	$283,867	4,566	+4.7%	Shares	Sole	2021-02-10
2020-09-30	$264,809	4,359	+25.7%	Shares	Sole	2020-10-27
2020-06-30	$206,405	3,469	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.