Position in O
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,976,831
-$1,683,014 QoQ
Shares Held
130,383
-23.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 61.31475969095956.ToString("F0")%
Shared 10.085621592695409.ToString("F0")%
None 28.599618716345027.ToString("F0")%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Corient Private Wealth LLC holds $62,636,171 across 20 REIT - Retail names. O ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
320,389 | $13,465,949 | |
| 2 | SPG |
Simon Property Group Inc.
|
53,028 | $9,891,311 | |
| 3 | O |
Realty Income Corp
This page
|
130,383 | $7,976,831 | |
| 4 | REG |
Regency Centers Corp
|
66,679 | $5,044,933 | |
| 5 | ADC |
Agree Realty Corp
|
48,780 | $3,677,036 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
80,625 | $3,016,987 | |
| 7 | NTST |
NETSTREIT Corp.
|
140,009 | $2,636,369 | |
| 8 | FCPT |
Four Corners Property Trust, Inc.
|
110,928 | $2,623,447 |
All Filings in O
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,976,831 | 130,383 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $9,659,845 | 171,365 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $7,021,548 | 115,505 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $8,440,439 | 146,510 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $8,409,823 | 144,972 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $9,005,779 | 168,616 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $11,632,369 | 183,418 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $8,325,804 | 157,626 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $8,448,093 | 156,157 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $10,324,115 | 179,800 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $9,319,353 | 186,611 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $10,190,786 | 170,443 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $19,542,641 | 308,633 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $10,364,651 | 163,403 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||