Position in O
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$913,910
+$48,213 QoQ
Shares Held
14,750
+4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#673
of 1,449 holders
Holding Since
Dec 2024
7 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, 2026WESTBOURNE INVESTMENTS, INC. holds $1,182,290 across 2 REIT - Retail names. O ranks #1 (77.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
14,750 | $913,910 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,200 | $268,380 |
All Filings in O
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $913,910 | 14,750 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $865,697 | 14,150 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $426,157 | 7,560 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $356,229 | 5,860 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $286,897 | 4,980 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $307,453 | 5,300 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $272,391 | 5,100 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||