Position in O
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$66,916
+$842 QoQ
Shares Held
1,080
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,217
of 1,452 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026CoreFirst Bank & Trust holds $149,430 across 2 REIT - Retail names. O ranks #2 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
|
3,255 | $82,514 | |
| 2 | O |
Realty Income Corp
This page
|
1,080 | $66,916 |
All Filings in O
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,916 | 1,080 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $66,074 | 1,080 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $60,879 | 1,080 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $65,653 | 1,080 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $62,218 | 1,080 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $57,682 | 1,080 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $68,493 | 1,080 | Shares | Sole | 2025-02-11 | |
| 2024-03-31 | $58,428 | 1,080 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $62,013 | 1,080 | Shares | Sole | 2024-03-18 | |
| 2023-09-30 | $67,918 | 1,360 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $81,314 | 1,360 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $91,180 | 1,440 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $154,769 | 2,440 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $161,214 | 2,770 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $194,541 | 2,850 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $197,505 | 2,850 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $204,031 | 2,850 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $154,366 | 2,380 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $72,079 | 1,080 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $68,579 | 1,080 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $62,169 | 1,000 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||