Position in O
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$14,030,592
+$1,577,467 QoQ
Shares Held
226,446
+11.2% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#183
of 1,452 holders
Holding Since
Dec 2021
19 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, 2026LGT Group Foundation holds $34,061,131 across 2 REIT - Retail names. O ranks #2 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
89,562 | $20,030,539 | |
| 2 | O |
Realty Income Corp
This page
|
226,446 | $14,030,592 |
All Filings in O
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,030,592 | 226,446 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $12,453,125 | 203,549 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $11,296,715 | 200,403 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $12,095,385 | 198,970 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $8,980,649 | 155,887 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $8,950,825 | 154,298 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $8,206,392 | 153,649 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $9,871,448 | 155,652 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $8,166,341 | 154,607 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $8,403,893 | 155,340 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $12,801,615 | 222,947 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $7,314,659 | 146,469 | Shares | Defined | 2023-11-06 | |
| 2023-06-30 | $8,703,210 | 145,563 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $9,115,229 | 143,955 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $9,083,555 | 143,206 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $6,155,231 | 105,760 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $10,093,263 | 147,865 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $9,677,119 | 139,641 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $7,895,087 | 110,282 | Shares | Defined | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||