SILVER OAK SECURITIES, INCORPORATED
Broker-DealerPosition in O — Realty Income Corp
CIK 1080576
JACKSON, TN
Position in O
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,113,421
+$33,656 QoQ
Shares Held
17,970
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#628
of 1,452 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, 2026SILVER OAK SECURITIES, INCORPORATED holds $1,755,659 across 2 REIT - Retail names. O ranks #1 (63.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
17,970 | $1,113,421 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
15,431 | $642,238 |
All Filings in O
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,113,421 | 17,970 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,079,765 | 17,649 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $946,565 | 16,792 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $850,756 | 13,995 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $759,472 | 13,183 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $737,597 | 12,715 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $704,371 | 13,188 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||