Position in O
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$224,605
-$231 QoQ
Shares Held
3,625
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,093
of 1,452 holders
Holding Since
Dec 2022
14 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, 2026Heartland Bank & Trust Co holds $571,933 across 2 REIT - Retail names. O ranks #2 (39.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,553 | $347,328 | |
| 2 | O |
Realty Income Corp
This page
|
3,625 | $224,605 |
All Filings in O
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,605 | 3,625 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $224,836 | 3,675 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $200,113 | 3,550 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $220,789 | 3,632 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $212,004 | 3,680 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $433,914 | 7,480 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $397,579 | 6,269 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $343,963 | 6,512 | Shares | Sole | 2024-08-21 | |
| 2024-03-31 | $348,728 | 6,446 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $388,274 | 6,762 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $360,017 | 7,209 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $424,509 | 7,100 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $498,138 | 7,867 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $470,206 | 7,413 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||