Position in O
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$762,789
+$9,603 QoQ
Shares Held
12,311
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#726
of 1,452 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $976,151 across 2 REIT - Retail names. O ranks #1 (78.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
12,311 | $762,789 | |
| 2 | SPG |
Simon Property Group Inc.
|
954 | $213,362 |
All Filings in O
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $762,789 | 12,311 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $753,186 | 12,311 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $782,753 | 13,886 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $899,752 | 14,801 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $821,864 | 14,266 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $827,280 | 14,261 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $817,760 | 15,311 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $987,766 | 15,575 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $930,213 | 17,611 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $970,878 | 17,946 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,062,040 | 18,496 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $946,113 | 18,945 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,148,805 | 19,214 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,229,294 | 19,414 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,232,064 | 19,424 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,156,317 | 19,868 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,390,319 | 20,368 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,482,812 | 21,397 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,531,811 | 21,397 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,276,249 | 19,677 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,347,613 | 20,192 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,282,191 | 20,192 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,258,071 | 20,236 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,234,015 | 20,313 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,268,122 | 21,313 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,097,569 | 22,013 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||