Position in O
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,210,739
+$2,533,612 QoQ
Shares Held
67,959
+147.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#346
of 1,446 holders
Holding Since
Mar 2022
18 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, 2026HB Wealth Management, LLC holds $10,266,663 across 10 REIT - Retail names. O ranks #1 (41.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
67,959 | $4,210,739 | |
| 2 | SPG |
Simon Property Group Inc.
|
8,313 | $1,859,202 | |
| 3 | NNN |
Nnn REIT, Inc.
|
28,943 | $1,346,717 | |
| 4 | FRT |
Federal Realty Investment Trust
|
6,039 | $745,454 | |
| 5 | KIM |
Kimco Realty Corp
|
18,980 | $481,143 | |
| 6 | SKT |
Tanger Inc.
|
9,958 | $393,042 | |
| 7 | KRG |
Kite Realty Group Trust
|
12,864 | $365,080 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
10,329 | $344,575 |
All Filings in O
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,210,739 | 67,959 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,677,127 | 27,413 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,396,566 | 24,775 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,491,239 | 24,531 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,292,768 | 22,440 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,250,347 | 21,554 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $858,993 | 16,083 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $658,426 | 10,382 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $483,936 | 9,162 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $386,544 | 7,145 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $428,640 | 7,465 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $385,137 | 7,712 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $321,550 | 5,378 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $398,156 | 6,288 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $368,401 | 5,808 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $266,148 | 4,573 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $260,821 | 3,821 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $200,900 | 2,899 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||