Position in O
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$260,993
New position
Shares Held
4,266
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Gibbs Wealth Management holds $670,053 across 2 REIT - Retail names. O ranks #2 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
2,193 | $409,060 | |
| 2 | O |
Realty Income Corp
This page
|
4,266 | $260,993 |
All Filings in O
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $260,993 | 4,266 | Shares | Other | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||