Position in O
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$4,353,507
+$781,228 QoQ
Shares Held
71,159
+12.3% QoQ
Ownership
0.008%
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 89.61480627889655.ToString("F0")%
Shared 0.ToString("F0")%
None 10.385193721103445.ToString("F0")%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026BLAIR WILLIAM & CO/IL holds $10,101,863 across 6 REIT - Retail names. O ranks #1 (43.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
71,159 | $4,353,507 | |
| 2 | SPG |
Simon Property Group Inc.
|
19,026 | $3,548,919 | |
| 3 | PINE |
Alpine Income Property Trust, Inc.
|
57,515 | $1,035,270 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
16,403 | $613,800 | |
| 5 | FRT |
Federal Realty Investment Trust
|
2,998 | $318,417 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
7,640 | $231,950 |
All Filings in O
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,353,507 | 71,159 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,572,279 | 63,372 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,047,042 | 33,674 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,069,414 | 18,563 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,097,433 | 18,918 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,082,513 | 20,268 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,181,641 | 18,632 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $918,909 | 17,397 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $947,507 | 17,514 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $872,382 | 15,193 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $798,141 | 15,982 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,180,972 | 19,752 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,158,945 | 18,303 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,134,128 | 17,880 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,043,409 | 17,928 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,141,375 | 16,721 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,295,563 | 18,695 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,313,676 | 18,350 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $942,732 | 15,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $949,621 | 14,684 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $882,600 | 14,344 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $941,886 | 15,635 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $873,222 | 14,834 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $798,982 | 13,858 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $322,206 | 6,669 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||