Position in O
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$320,643
+$4,037 QoQ
Shares Held
5,175
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#984
of 1,452 holders
Holding Since
Mar 2025
6 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, 2026Callahan Advisors, LLC holds $521,928 across 2 REIT - Retail names. O ranks #1 (61.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
5,175 | $320,643 | |
| 2 | SPG |
Simon Property Group Inc.
|
900 | $201,285 |
All Filings in O
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,643 | 5,175 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $316,606 | 5,175 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $277,622 | 4,925 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $299,390 | 4,925 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $276,528 | 4,800 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $278,448 | 4,800 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||