Position in O
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,088,203
-$36,530 QoQ
Shares Held
17,563
-4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#632
of 1,452 holders
Holding Since
Mar 2022
18 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, 2026NewEdge Wealth, LLC holds $5,745,257 across 8 REIT - Retail names. O ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
6,562 | $1,467,591 | |
| 2 | O |
Realty Income Corp
This page
|
17,563 | $1,088,203 | |
| 3 | FRT |
Federal Realty Investment Trust
|
7,960 | $982,582 | |
| 4 | KIM |
Kimco Realty Corp
|
26,717 | $677,275 | |
| 5 | NNN |
Nnn REIT, Inc.
|
13,125 | $610,706 | |
| 6 | KRG |
Kite Realty Group Trust
|
12,962 | $367,861 | |
| 7 | ADC |
Agree Realty Corp
|
4,242 | $321,289 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
6,887 | $229,750 |
All Filings in O
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,088,203 | 17,563 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,124,733 | 18,384 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,490,930 | 26,449 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,110,694 | 18,271 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,395,083 | 24,216 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,657,171 | 28,567 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,619,070 | 30,314 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,136,239 | 33,684 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,782,410 | 33,745 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,849,246 | 34,182 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,934,192 | 33,685 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,787,102 | 35,785 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,738,573 | 29,078 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,843,435 | 29,113 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,827,228 | 28,807 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,640,658 | 28,190 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,702,131 | 24,936 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $221,690 | 3,199 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||