Position in O
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,863,146
+$1,283,636 QoQ
Shares Held
144,870
+7.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3.936632843238766.ToString("F0")%
Shared 0.ToString("F0")%
None 96.06336715676123.ToString("F0")%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $64,730,133 across 23 REIT - Retail names. O ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
142,412 | $26,564,110 | |
| 2 | O |
Realty Income Corp
This page
|
144,870 | $8,863,146 | |
| 3 | FRT |
Federal Realty Investment Trust
|
68,563 | $7,282,076 | |
| 4 | REG |
Regency Centers Corp
|
74,798 | $5,659,216 | |
| 5 | NNN |
Nnn REIT, Inc.
|
93,719 | $3,939,009 | |
| 6 | KIM |
Kimco Realty Corp
|
104,261 | $2,342,744 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
44,719 | $1,673,384 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
50,963 | $1,467,734 |
All Filings in O
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,863,146 | 144,870 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,579,510 | 134,460 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $7,709,874 | 126,828 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,691,401 | 116,150 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,415,789 | 110,598 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,263,016 | 117,263 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,808,220 | 154,655 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,453,418 | 160,042 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,640,040 | 159,705 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,474,105 | 112,750 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,951,204 | 59,095 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,986,988 | 49,958 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,676,612 | 58,064 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,541,106 | 55,827 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,050,553 | 52,415 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,999,276 | 43,939 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,137,765 | 45,278 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,886,119 | 54,283 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,342,123 | 37,266 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,175,127 | 18,171 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $803,779 | 13,063 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $415,068 | 6,890 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $420,423 | 7,142 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $703,909 | 12,209 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $689,102 | 14,263 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||