Position in O
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,390
+$3,127 QoQ
Shares Held
87
+135.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,378
of 1,449 holders
Holding Since
Mar 2025
6 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, 2026Hughes Financial Services, LLC holds $71,145 across 21 REIT - Retail names. O ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
141 | $31,534 | |
| 2 | FRT |
Federal Realty Investment Trust
|
190 | $23,453 | |
| 3 | O |
Realty Income Corp
This page
|
87 | $5,390 | |
| 4 | ALX |
Alexanders Inc
|
14 | $3,857 | |
| 5 | MAC |
Macerich Co
|
100 | $2,519 | |
| 6 | KIM |
Kimco Realty Corp
|
46 | $1,166 | |
| 7 | REG |
Regency Centers Corp
|
11 | $877 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
27 | $851 |
All Filings in O
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,390 | 87 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,263 | 37 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,352 | 24 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,404 | 56 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,765 | 48 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,060 | 70 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||