Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,144,339
+$691,546 QoQ
Shares Held
18,469
+149.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#620
of 1,449 holders
Holding Since
Mar 2026
2 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, 2026ALERUS FINANCIAL NA holds $1,169,817 across 6 REIT - Retail names. O ranks #1 (97.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
18,469 | $1,144,339 | |
| 2 | IVT |
InvenTrust Properties Corp.
|
300 | $10,620 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
166 | $6,908 | |
| 4 | REG |
Regency Centers Corp
|
44 | $3,508 | |
| 5 | SPG |
Simon Property Group Inc.
|
12 | $2,683 | |
| 6 | KRG |
Kite Realty Group Trust
|
62 | $1,759 |
All Filings in O
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,144,339 | 18,469 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $452,793 | 7,401 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||