Position in O
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,381,377
+$469,706 QoQ
Shares Held
215,968
+2.3% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#190
of 1,449 holders
Holding Since
Mar 2020
26 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, 2026Edgemoor Investment Advisors, Inc. holds $28,831,789 across 2 REIT - Retail names. O ranks #2 (46.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
69,083 | $15,450,412 | |
| 2 | O |
Realty Income Corp
This page
|
215,968 | $13,381,377 |
All Filings in O
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,381,377 | 215,968 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $12,911,671 | 211,044 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,577,947 | 205,392 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,776,117 | 193,718 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $10,427,179 | 180,996 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,297,065 | 177,505 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $9,232,452 | 172,860 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,891,941 | 171,743 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,834,356 | 167,254 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $8,606,011 | 159,076 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $8,233,683 | 143,394 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,091,779 | 142,006 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $8,151,589 | 136,337 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,789,132 | 138,805 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $8,812,710 | 138,936 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,993,944 | 137,353 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $9,447,320 | 138,402 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $9,612,949 | 138,715 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $9,928,029 | 138,679 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $9,002,238 | 138,795 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $10,203,805 | 152,889 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $9,740,644 | 153,396 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $9,548,309 | 153,584 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,328,105 | 153,549 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $9,194,707 | 154,533 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $7,771,585 | 155,868 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||