Position in O
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$26,394
+$7,001 QoQ
Shares Held
426
+34.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,291
of 1,452 holders
Holding Since
Dec 2023
11 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, 2026Bare Financial Services, Inc holds $172,739 across 20 REIT - Retail names. O ranks #1 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
426 | $26,394 | |
| 2 | MAC |
Macerich Co
|
1,047 | $26,372 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
545 | $22,682 | |
| 4 | SKT |
Tanger Inc.
|
487 | $19,221 | |
| 5 | CURB |
Curbline Properties Corp.
|
459 | $13,953 | |
| 6 | SPG |
Simon Property Group Inc.
|
59 | $13,194 | |
| 7 | BFS |
Saul Centers, Inc.
|
214 | $8,001 | |
| 8 | FCPT |
Four Corners Property Trust, Inc.
|
300 | $7,364 |
All Filings in O
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,394 | 426 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $19,393 | 317 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,628 | 295 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $18,054 | 297 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,521 | 200 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,499 | 181 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,239 | 173 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,971 | 173 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,137 | 173 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,359 | 173 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $9,933 | 173 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||