Essex Financial Services, Inc.

Position in O — Realty Income Corp

CIK 1315785 ESSEX, CT

Position in O

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,029,066

+$15,082 QoQ

Shares Held

32,748

-0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#496

of 1,452 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Essex Financial Services, Inc. holds $2,703,525 across 3 REIT - Retail names. O ranks #1 (75.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp This page	32,748	$2,029,066
2	GTY	Getty Realty Corp /Md/	13,366	$445,889
3	SPG	Simon Property Group Inc.	1,022	$228,570

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,029,066	32,748	-0.5%	Shares	Defined	2026-08-10
2026-03-31	$2,013,984	32,919	+5.4%	Shares	Defined	2026-04-24
2025-12-31	$1,760,773	31,236	+7.2%	Shares	Defined	2026-02-10
2025-09-30	$1,771,359	29,139	-2.3%	Shares	Defined	2025-11-07
2025-06-30	$1,718,563	29,831	+1.1%	Shares	Defined	2025-07-16
2025-03-31	$1,712,107	29,514	+89.3%	Shares	Defined	2025-04-25
2024-12-31	$832,555	15,588	+3.1%	Shares	Defined	2025-01-29
2024-09-30	$958,720	15,117	+12.6%	Shares	Defined	2024-10-24
2024-03-31	$726,022	13,420	+1.5%	Shares	Sole	2024-04-24
2023-12-31	$759,149	13,221	-5.2%	Shares	Sole	2024-02-06
2023-09-30	$696,263	13,942	-5.3%	Shares	Sole	2023-11-15
2023-06-30	$880,407	14,725	-12.1%	Shares	Sole	2023-08-09
2023-03-31	$1,060,736	16,752	+2.9%	Shares	Sole	2023-05-11
2022-12-31	$1,032,894	16,284	-3.4%	Shares	Sole	2023-02-10
2022-09-30	$981,426	16,863	-0.5%	Shares	Sole	2022-11-07
2022-06-30	$1,157,280	16,954	+5.6%	Shares	Sole	2022-08-01
2021-12-31	$1,149,663	16,059	+1.5%	Shares	Sole	2022-02-11
2021-09-30	$1,026,344	15,824	+22.0%	Shares	Sole	2021-11-10
2021-06-30	$865,350	12,966	0.0%	Shares	Sole	2021-07-30
2021-03-31	$823,340	12,966	+36.8%	Shares	Sole	2021-05-11
2020-12-31	$589,122	9,476	+7.8%	Shares	Sole	2021-02-05
2020-09-30	$533,992	8,790	+1.3%	Shares	Sole	2020-11-10
2020-06-30	$516,459	8,680	-17.3%	Shares	Sole	2020-08-06
2020-03-31	$523,630	10,502	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.