Position in O
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,092,554
+$1,703,121 QoQ
Shares Held
82,191
+48.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#322
of 1,452 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026HARBOUR INVESTMENTS, INC. holds $7,926,476 across 17 REIT - Retail names. O ranks #1 (64.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
82,191 | $5,092,554 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
27,954 | $1,163,445 | |
| 3 | ADC |
Agree Realty Corp
|
7,891 | $597,664 | |
| 4 | KRG |
Kite Realty Group Trust
|
13,922 | $395,106 | |
| 5 | SPG |
Simon Property Group Inc.
|
1,127 | $252,053 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
5,578 | $197,461 | |
| 7 | ALX |
Alexanders Inc
|
401 | $110,499 | |
| 8 | KIM |
Kimco Realty Corp
|
1,446 | $36,656 |
All Filings in O
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,092,554 | 82,191 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,389,433 | 55,401 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,815,854 | 67,693 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,458,534 | 23,993 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,344,617 | 23,340 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $644,491 | 11,110 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $560,911 | 10,502 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $801,248 | 12,634 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $699,495 | 13,243 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $700,486 | 12,948 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $668,426 | 11,641 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $407,310 | 8,156 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $369,382 | 6,178 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $345,030 | 5,449 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $373,475 | 5,888 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $333,369 | 5,728 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $390,993 | 5,728 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $505,711 | 7,064 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $858,162 | 13,231 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $845,795 | 12,673 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $664,209 | 10,460 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||