Position in O
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$284,396
+$44,693 QoQ
Shares Held
4,590
+17.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,021
of 1,452 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,048,980 across 9 REIT - Retail names. O ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
|
4,101 | $506,227 | |
| 2 | O |
Realty Income Corp
This page
|
4,590 | $284,396 | |
| 3 | SPG |
Simon Property Group Inc.
|
332 | $74,251 | |
| 4 | REG |
Regency Centers Corp
|
783 | $62,436 | |
| 5 | ADC |
Agree Realty Corp
|
718 | $54,381 | |
| 6 | KIM |
Kimco Realty Corp
|
1,611 | $40,838 | |
| 7 | IVT |
InvenTrust Properties Corp.
|
491 | $17,381 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
141 | $5,868 |
All Filings in O
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,396 | 4,590 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $239,703 | 3,918 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $846,621 | 15,019 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $789,601 | 12,989 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $105,599 | 1,833 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $96,064 | 1,656 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $99,663 | 1,866 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $108,194 | 1,706 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $85,304 | 1,615 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $82,827 | 1,531 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $104,332 | 1,817 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $128,795 | 2,579 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $153,301 | 2,564 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $234,790 | 3,708 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $285,181 | 4,496 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,022,166 | 17,563 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,297,895 | 19,014 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,899,443 | 27,409 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $91,348 | 1,276 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $82,566 | 1,273 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $79,420 | 1,190 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $75,437 | 1,188 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $73,671 | 1,185 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $78,003 | 1,284 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $76,159 | 1,280 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $4,886 | 98 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||