Position in O
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$782,186
-$73,285 QoQ
Shares Held
12,785
-15.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026STEPHENS INC /AR/ holds $3,187,680 across 7 REIT - Retail names. O ranks #1 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
12,785 | $782,186 | |
| 2 | WSR |
Whitestone REIT
|
45,728 | $738,507 | |
| 3 | FRT |
Federal Realty Investment Trust
|
4,525 | $480,600 | |
| 4 | SPG |
Simon Property Group Inc.
|
2,545 | $474,718 | |
| 5 | NNN |
Nnn REIT, Inc.
|
6,805 | $286,014 | |
| 6 | KRG |
Kite Realty Group Trust
|
9,164 | $224,976 | |
| 7 | KIM |
Kimco Realty Corp
|
8,931 | $200,679 |
All Filings in O
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $782,186 | 12,785 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $855,471 | 15,176 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $900,482 | 14,813 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $913,060 | 15,849 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $906,986 | 15,635 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $604,921 | 11,326 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $824,713 | 13,004 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $701,872 | 13,288 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $601,700 | 11,122 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $581,320 | 10,124 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $361,515 | 7,239 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $586,779 | 9,814 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $622,182 | 9,826 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $640,579 | 10,099 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $896,454 | 15,403 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $974,206 | 14,272 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $1,084,129 | 15,644 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $1,217,960 | 17,013 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $1,543,148 | 23,792 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $1,392,729 | 20,868 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $613,917 | 9,668 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $306,435 | 4,929 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $528,464 | 8,699 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $488,792 | 8,215 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $289,587 | 5,808 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||