Position in O
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$211,840
+$4,013 QoQ
Shares Held
3,419
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,119
of 1,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026HM PAYSON & CO holds $354,205 across 7 REIT - Retail names. O ranks #1 (59.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
3,419 | $211,840 | |
| 2 | KIM |
Kimco Realty Corp
|
3,846 | $97,495 | |
| 3 | FCPT |
Four Corners Property Trust, Inc.
|
1,055 | $25,900 | |
| 4 | NNN |
Nnn REIT, Inc.
|
165 | $7,677 | |
| 5 | SPG |
Simon Property Group Inc.
|
22 | $4,920 | |
| 6 | MAC |
Macerich Co
|
146 | $3,677 | |
| 7 | KRG |
Kite Realty Group Trust
|
95 | $2,696 |
All Filings in O
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,840 | 3,419 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $207,827 | 3,397 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $187,881 | 3,333 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $200,728 | 3,302 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $173,751 | 3,016 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $129,884 | 2,239 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $43,529 | 815 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $52,067 | 821 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $77,856 | 1,474 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $44,091 | 815 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $68,329 | 1,190 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $59,428 | 1,190 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $80,477 | 1,346 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $75,350 | 1,190 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $105,293 | 1,660 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $91,665 | 1,575 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $107,509 | 1,575 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $109,147 | 1,575 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $112,754 | 1,575 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $77,831 | 1,200 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $80,087 | 1,200 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $76,199 | 1,200 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $74,603 | 1,200 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $74,965 | 1,234 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $41,649 | 700 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $54,846 | 1,100 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||