Position in O
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$85,566
+$2,423 QoQ
Shares Held
1,381
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,197
of 1,449 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $1,265,406 across 10 REIT - Retail names. O ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAC |
Macerich Co
|
20,000 | $503,800 | |
| 2 | NNN |
Nnn REIT, Inc.
|
7,200 | $335,016 | |
| 3 | BRX |
Brixmor Property Group Inc.
|
7,800 | $245,934 | |
| 4 | O |
Realty Income Corp
This page
|
1,381 | $85,566 | |
| 5 | FRT |
Federal Realty Investment Trust
|
527 | $65,052 | |
| 6 | SPG |
Simon Property Group Inc.
|
51 | $11,406 | |
| 7 | AKR |
Acadia Realty Trust
|
468 | $9,785 | |
| 8 | KRG |
Kite Realty Group Trust
|
225 | $6,385 |
All Filings in O
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,566 | 1,381 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $83,143 | 1,359 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $123,224 | 2,186 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $119,999 | 1,974 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $87,970 | 1,527 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $116,368 | 2,006 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $158,200 | 2,962 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $158,550 | 2,500 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $134,796 | 2,552 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $113,826 | 2,104 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $108,581 | 1,891 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $82,500 | 1,652 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $95,664 | 1,600 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $139,367 | 2,201 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $145,064 | 2,287 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $132,696 | 2,280 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $155,223 | 2,274 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $157,172 | 2,268 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $194,255 | 2,995 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $150,298 | 2,252 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $142,620 | 2,246 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $142,866 | 2,298 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $135,715 | 2,234 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $132,565 | 2,228 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $419,372 | 8,411 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||