Position in O
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$336,009
+$6,127 QoQ
Shares Held
5,423
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#959
of 1,449 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $3,341,649 across 17 REIT - Retail names. O ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
8,188 | $1,831,246 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
9,971 | $414,993 | |
| 3 | ADC |
Agree Realty Corp
|
5,390 | $408,238 | |
| 4 | O |
Realty Income Corp
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|
5,423 | $336,009 | |
| 5 | NNN |
Nnn REIT, Inc.
|
2,419 | $112,556 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
3,115 | $110,271 | |
| 7 | KRG |
Kite Realty Group Trust
|
1,035 | $29,373 | |
| 8 | REG |
Regency Centers Corp
|
350 | $27,909 |
All Filings in O
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,009 | 5,423 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $329,882 | 5,392 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $305,750 | 5,424 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $378,296 | 6,223 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $259,590 | 4,506 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $259,478 | 4,473 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $213,479 | 3,997 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $445,715 | 7,028 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $355,742 | 6,735 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $420,357 | 7,770 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $351,295 | 6,118 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $435,776 | 8,726 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $660,141 | 11,041 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $676,637 | 10,686 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $648,698 | 10,227 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $271,328 | 4,662 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,246,427 | 18,260 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,316,492 | 18,997 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,239,580 | 17,315 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $843,957 | 13,012 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $864,482 | 12,953 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $814,895 | 12,833 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||