Position in O
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$25,958,979
-$6,741,596 QoQ
Shares Held
424,305
-26.9% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $68,670,261 across 17 REIT - Retail names. O ranks #1 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
424,305 | $25,958,979 | |
| 2 | SPG |
Simon Property Group Inc.
|
57,630 | $10,749,723 | |
| 3 | KIM |
Kimco Realty Corp
|
311,304 | $6,995,000 | |
| 4 | NNN |
Nnn REIT, Inc.
|
139,342 | $5,856,544 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
129,278 | $4,837,582 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
93,165 | $2,837,805 | |
| 7 | GTY |
Getty Realty Corp /Md/
|
73,410 | $2,334,438 | |
| 8 | REG |
Regency Centers Corp
|
26,406 | $1,997,877 |
All Filings in O
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $16,215,807 | 258,013 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $15,584,749 | 240,987 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $13,333,090 | 216,689 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $13,162,137 | 218,487 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $12,627,998 | 214,520 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $12,395,248 | 214,990 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $10,925,293 | 226,131 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||