Position in O
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,481,718
+$23,483 QoQ
Shares Held
24,219
-6.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Callan Family Office, LLC holds $5,460,512 across 6 REIT - Retail names. O ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
11,188 | $2,086,897 | |
| 2 | O |
Realty Income Corp
This page
|
24,219 | $1,481,718 | |
| 3 | SITC |
SITE Centers Corp.
|
152,156 | $821,642 | |
| 4 | REG |
Regency Centers Corp
|
6,168 | $466,670 | |
| 5 | GTY |
Getty Realty Corp /Md/
|
11,867 | $377,370 | |
| 6 | ADC |
Agree Realty Corp
|
3,001 | $226,215 |
All Filings in O
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,481,718 | 24,219 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,458,235 | 25,869 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $764,920 | 12,583 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,040,263 | 18,057 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $203,545 | 3,811 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||