Position in O
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$283,962
-$175,989 QoQ
Shares Held
4,583
-39.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,022
of 1,452 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $6,373,980 across 8 REIT - Retail names. O ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
12,750 | $2,851,537 | |
| 2 | NNN |
Nnn REIT, Inc.
|
22,533 | $1,048,460 | |
| 3 | FRT |
Federal Realty Investment Trust
|
6,518 | $804,581 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
12,802 | $403,647 | |
| 5 | REG |
Regency Centers Corp
|
4,901 | $390,805 | |
| 6 | KIM |
Kimco Realty Corp
|
14,804 | $375,281 | |
| 7 | O |
Realty Income Corp
This page
|
4,583 | $283,962 | |
| 8 | ADC |
Agree Realty Corp
|
2,848 | $215,707 |
All Filings in O
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,962 | 4,583 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $459,951 | 7,518 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $381,794 | 6,773 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||