Position in O
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$385,511,455
-$460,846,111 QoQ
Shares Held
6,221,941
-55.0% QoQ
Ownership
0.658%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#21
of 1,449 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 5%
None 21%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026JPMORGAN CHASE & CO holds $3,189,718,397 across 26 REIT - Retail names. O ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,276,720 | $956,488,418 | |
| 2 | REG |
Regency Centers Corp
|
6,158,434 | $491,073,520 | |
| 3 | O |
Realty Income Corp
This page
|
6,221,941 | $385,511,455 | |
| 4 | KIM |
Kimco Realty Corp
|
13,946,695 | $353,548,712 | |
| 5 | FRT |
Federal Realty Investment Trust
|
1,520,856 | $187,734,459 | |
| 6 | NNN |
Nnn REIT, Inc.
|
2,414,562 | $112,349,568 | |
| 7 | KRG |
Kite Realty Group Trust
|
3,657,831 | $103,809,238 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
3,259,724 | $102,779,094 |
All Filings in O
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,511,455 | 6,221,941 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $846,357,566 | 13,833,893 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $880,043,528 | 15,611,913 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $754,026,447 | 12,403,791 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $740,517,434 | 12,853,974 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $753,372,263 | 12,986,938 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $477,527,852 | 8,940,795 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $633,400,458 | 9,987,393 | Shares | Sole | 2024-12-26 | |
| 2024-06-30 | $503,675,612 | 9,535,699 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $624,527,742 | 11,543,951 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $443,596,999 | 7,725,479 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $470,689,838 | 9,425,107 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $660,588,673 | 11,048,481 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $724,845,688 | 11,447,342 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $673,507,026 | 10,618,115 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $634,468,634 | 10,901,523 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $677,673,668 | 9,927,830 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $383,810,766 | 5,538,395 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $532,395,137 | 7,436,725 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $448,217,029 | 6,910,535 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $326,542,715 | 4,892,762 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $347,467,945 | 5,471,937 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $361,492,079 | 5,814,579 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $463,952,827 | 7,637,081 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $457,926,677 | 7,696,252 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $354,825,237 | 7,116,424 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||