Ethic Inc.

Position in O — Realty Income Corp

CIK 1780570 NEW YORK, NY

Position in O

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$6,738,854

+$1,129,138 QoQ

Shares Held

110,148

+10.7% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 91.99713113265788.ToString("F0")% Shared 0.ToString("F0")% None 8.002868867342121.ToString("F0")%

Real Estate · as of Mar 31, 2026

Ethic Inc. holds $23,485,514 across 11 REIT - Retail names. O ranks #2 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	56,328	$10,506,861
2	O	Realty Income Corp This page	110,148	$6,738,854
3	ADC	Agree Realty Corp	18,450	$1,390,761
4	REG	Regency Centers Corp	17,591	$1,330,935
5	KIM	Kimco Realty Corp	55,605	$1,249,444
6	NNN	Nnn REIT, Inc.	18,650	$783,859
7	FRT	Federal Realty Investment Trust	3,976	$422,290
8	CBL	Cbl & Associates Properties Inc	9,257	$355,746

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	$696,427	11,081	+12.6%	Shares	Sole	2021-11-15
2021-06-30	$636,293	9,839	+35.9%	Shares	Sole	2021-08-10
2021-03-31	$445,545	7,241	+58.6%	Shares	Sole	2021-05-13
2020-12-31	$275,065	4,566	+4.7%	Shares	Sole	2021-02-10
2020-09-30	$256,598	4,359	+25.7%	Shares	Sole	2020-10-27
2020-06-30	$200,005	3,469	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.