Position in O
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,474,833
+$8,227 QoQ
Shares Held
23,803
-0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#569
of 1,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026UMB Bank, n.a. holds $3,576,915 across 21 REIT - Retail names. O ranks #1 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
23,803 | $1,474,833 | |
| 2 | ADC |
Agree Realty Corp
|
15,100 | $1,143,673 | |
| 3 | SPG |
Simon Property Group Inc.
|
1,027 | $229,688 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
4,311 | $135,925 | |
| 5 | NNN |
Nnn REIT, Inc.
|
2,800 | $130,283 | |
| 6 | KIM |
Kimco Realty Corp
|
3,425 | $86,823 | |
| 7 | KRG |
Kite Realty Group Trust
|
2,405 | $68,253 | |
| 8 | SKT |
Tanger Inc.
|
1,248 | $49,258 |
All Filings in O
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,474,833 | 23,803 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,466,606 | 23,972 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,807,109 | 32,058 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,045,278 | 33,645 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $1,980,286 | 34,374 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,663,877 | 45,921 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,467,969 | 46,208 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $2,031,024 | 32,025 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $2,085,967 | 39,492 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $2,707,055 | 50,038 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,799,022 | 66,162 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $15,675,815 | 313,893 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $31,609,656 | 528,678 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $32,900,944 | 519,598 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $32,289,801 | 509,062 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $29,585,737 | 508,346 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $26,385,629 | 386,546 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $25,552,780 | 368,727 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $25,422,897 | 355,118 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $19,898,192 | 306,787 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $19,444,285 | 291,344 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $17,010,060 | 267,875 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $7,829,372 | 125,935 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $8,098,402 | 133,307 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $7,931,760 | 133,307 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $6,413,696 | 128,634 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||