Position in O
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$25,789,672
-$169,307 QoQ
Shares Held
416,231
-1.9% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#133
of 1,459 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $74,130,206 across 16 REIT - Retail names. O ranks #1 (34.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
416,231 | $25,789,672 | |
| 2 | SPG |
Simon Property Group Inc.
|
56,117 | $12,550,567 | |
| 3 | KIM |
Kimco Realty Corp
|
345,278 | $8,752,797 | |
| 4 | NNN |
Nnn REIT, Inc.
|
132,683 | $6,173,739 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
128,460 | $5,346,505 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
84,148 | $2,978,839 | |
| 7 | GTY |
Getty Realty Corp /Md/
|
74,723 | $2,492,759 | |
| 8 | REG |
Regency Centers Corp
|
28,382 | $2,263,180 |
All Filings in O
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,789,672 | 416,231 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $25,958,979 | 424,305 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $32,700,575 | 580,106 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $37,790,042 | 621,649 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $38,151,531 | 662,238 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $39,191,904 | 675,606 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $34,071,948 | 637,932 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $39,631,284 | 624,902 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $29,140,899 | 551,702 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $28,350,942 | 524,047 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $26,705,008 | 465,082 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $19,504,116 | 390,551 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $22,755,296 | 380,587 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $22,591,056 | 356,776 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $22,825,919 | 359,860 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $20,288,461 | 348,599 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $21,934,395 | 321,336 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $21,724,579 | 313,486 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $21,230,086 | 296,551 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $16,734,713 | 258,013 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $16,083,461 | 240,987 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $13,759,749 | 216,689 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $13,583,325 | 218,487 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $13,032,094 | 214,520 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $12,791,896 | 214,990 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $11,274,902 | 226,131 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||