Position in O
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$989,191
+$12,453 QoQ
Shares Held
15,965
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#649
of 1,449 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $1,527,212 across 10 REIT - Retail names. O ranks #1 (64.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
15,965 | $989,191 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,835 | $410,396 | |
| 3 | NNN |
Nnn REIT, Inc.
|
821 | $38,201 | |
| 4 | CURB |
Curbline Properties Corp.
|
1,250 | $38,000 | |
| 5 | KRG |
Kite Realty Group Trust
|
1,086 | $30,820 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
362 | $10,805 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
96 | $3,026 | |
| 8 | SITC |
SITE Centers Corp.
|
625 | $2,481 |
All Filings in O
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $989,191 | 15,965 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $976,738 | 15,965 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $910,206 | 16,147 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $999,873 | 16,448 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $980,118 | 17,013 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,000,150 | 17,241 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $925,595 | 17,330 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,113,338 | 17,555 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $932,431 | 17,653 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $955,027 | 17,653 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||