Position in O
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$6,841,932
New position
Shares Held
110,425
first reported quarter
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#12
of 164 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 27.754584559655875.ToString("F0")%
Shared 0.ToString("F0")%
None 72.24541544034413.ToString("F0")%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Curated Wealth Partners LLC holds $39,531,495 across 8 REIT - Retail names. O ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRX |
Brixmor Property Group Inc.
|
501,463 | $15,811,128 | |
| 2 | O |
Realty Income Corp
This page
|
110,425 | $6,841,932 | |
| 3 | SPG |
Simon Property Group Inc.
|
21,029 | $4,703,135 | |
| 4 | ADC |
Agree Realty Corp
|
60,000 | $4,544,400 | |
| 5 | CBL |
Cbl & Associates Properties Inc
|
65,000 | $3,450,850 | |
| 6 | KRG |
Kite Realty Group Trust
|
65,000 | $1,844,700 | |
| 7 | KIM |
Kimco Realty Corp
|
70,000 | $1,774,500 | |
| 8 | BFS |
Saul Centers, Inc.
|
15,000 | $560,850 |
All Filings in O
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,841,932 | 110,425 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||