Position in O
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,862,579
-$41,220 QoQ
Shares Held
30,061
-3.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#522
of 1,449 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Kesler, Norman & Wride, LLC holds $3,492,727 across 2 REIT - Retail names. O ranks #1 (53.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
30,061 | $1,862,579 | |
| 2 | FRT |
Federal Realty Investment Trust
|
13,206 | $1,630,148 |
All Filings in O
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,862,579 | 30,061 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,903,799 | 31,118 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,736,646 | 30,808 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,350,571 | 22,217 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,615,326 | 28,039 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,524,850 | 26,286 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,186,609 | 22,217 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,620,507 | 25,552 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,249,087 | 23,648 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,431,918 | 26,468 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,570,896 | 27,358 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,346,881 | 26,970 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,626,706 | 27,207 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,702,864 | 26,893 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,654,381 | 26,082 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $880,158 | 15,123 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,024,719 | 15,012 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,032,916 | 14,905 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,068,265 | 14,922 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $955,192 | 14,727 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $981,210 | 14,702 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $939,101 | 14,789 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $908,675 | 14,616 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||