Position in O
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$234,456
+$3,074 QoQ
Shares Held
3,784
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,076
of 1,452 holders
Holding Since
Dec 2023
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Portfolio Design Labs, LLC holds $470,725 across 2 REIT - Retail names. O ranks #2 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REG |
Regency Centers Corp
|
2,963 | $236,269 | |
| 2 | O |
Realty Income Corp
This page
|
3,784 | $234,456 |
All Filings in O
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,456 | 3,784 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $231,382 | 3,782 | Shares | Sole | 2026-05-11 | |
| 2023-12-31 | $2,227,781 | 38,798 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||