Position in O
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$684,224
+$53,703 QoQ
Shares Held
11,043
+7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#753
of 1,449 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Derivatives in O
reported options exposure · as of Dec 31, 2025CallValue
$112
CallShares
2
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Retail
Real Estate · as of Jun 30, 2026NBC SECURITIES, INC. holds $2,131,374 across 11 REIT - Retail names. O ranks #1 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
11,043 | $684,224 | |
| 2 | BRX |
Brixmor Property Group Inc.
|
14,590 | $460,022 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
7,768 | $323,304 | |
| 4 | SPG |
Simon Property Group Inc.
|
1,434 | $320,714 | |
| 5 | FRT |
Federal Realty Investment Trust
|
1,137 | $140,351 | |
| 6 | NNN |
Nnn REIT, Inc.
|
1,711 | $79,612 | |
| 7 | KIM |
Kimco Realty Corp
|
1,473 | $37,340 | |
| 8 | ADC |
Agree Realty Corp
|
485 | $36,733 |
All Filings in O
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,224 | 11,043 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $630,521 | 10,306 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $679,822 | 12,060 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $112 | 2 | Call | Sole | 2026-01-29 | |
| 2025-09-30 | $121 | 2 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $621,273 | 10,220 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $628,697 | 10,913 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $783,309 | 13,503 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $427 | 8 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $626,653 | 9,881 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $532,953 | 10,090 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $521,956 | 9,648 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $487,955 | 8,498 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $434,627 | 8,703 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||