Position in O
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,501,146
+$297,713 QoQ
Shares Held
72,646
+5.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#338
of 1,452 holders
Holding Since
Sep 2022
16 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, 2026LVM CAPITAL MANAGEMENT LTD/MI holds $4,501,146 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
72,646 | $4,501,146 |
All Filings in O
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,501,146 | 72,646 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,203,433 | 68,706 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $3,951,480 | 70,099 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $4,535,055 | 74,602 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $4,355,431 | 75,602 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $4,424,132 | 76,265 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $4,381,863 | 82,042 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $5,314 | 100,605 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $5,313,956 | 100,605 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $5,524,800 | 102,122 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,770,537 | 100,497 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $8,135,475 | 162,905 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $10,276,107 | 171,870 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $10,137,532 | 160,100 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $9,818,012 | 154,785 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $8,409,609 | 144,495 | Shares | Sole | 2022-10-05 | |
| No filing history on record for this holder in this stock. | ||||||