HARBOR INVESTMENT ADVISORY, LLC

Position in O — Realty Income Corp

CIK 1468792 LUTHERVILLE, MD

Position in O

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$896,437

+$11,285 QoQ

Shares Held

14,468

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#682

of 1,449 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

HARBOR INVESTMENT ADVISORY, LLC holds $1,262,111 across 7 REIT - Retail names. O ranks #1 (71.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp This page	14,468	$896,437
2	SPG	Simon Property Group Inc.	972	$217,387
3	FRT	Federal Realty Investment Trust	1,000	$123,440
4	REG	Regency Centers Corp	153	$12,200
5	EPRT	Essential Properties Realty Trust, Inc.	259	$7,731
6	BRX	Brixmor Property Group Inc.	86	$2,711
7	KIM	Kimco Realty Corp	87	$2,205

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$896,437	14,468	0.0%	Shares	Sole	2026-07-07
2026-03-31	$885,152	14,468	-0.5%	Shares	Sole	2026-04-23
2025-12-31	$819,337	14,535	0.0%	Shares	Sole	2026-01-07
2025-09-30	$883,582	14,535	+0.5%	Shares	Sole	2025-10-27
2025-06-30	$833,386	14,466	0.0%	Shares	Sole	2025-07-01
2025-03-31	$839,172	14,466	0.0%	Shares	Sole	2025-04-09
2024-12-31	$772,629	14,466	0.0%	Shares	Sole	2025-01-16
2024-09-30	$917,433	14,466	-0.1%	Shares	Sole	2024-10-04
2024-06-30	$764,622	14,476	-0.3%	Shares	Sole	2024-07-19
2024-03-31	$785,748	14,524	+0.4%	Shares	Sole	2024-04-12
2023-12-31	$830,637	14,466	-0.2%	Shares	Sole	2024-01-26
2023-09-30	$724,229	14,502	0.0%	Shares	Sole	2023-10-13
2023-06-30	$867,074	14,502	0.0%	Shares	Sole	2023-07-14
2023-03-31	$918,266	14,502	+47.1%	Shares	Sole	2023-04-21
2022-12-31	$625,229	9,857	0.0%	Shares	Sole	2023-01-24
2022-09-30	$573,677	9,857	+2.6%	Shares	Sole	2022-11-01
2022-06-30	$655,773	9,607	0.0%	Shares	Sole	2022-07-18
2022-03-31	$665,765	9,607	-9.6%	Shares	Sole	2022-04-20
2021-12-31	$760,500	10,623	+6.5%	Shares	Sole	2022-01-10
2021-09-30	$646,848	9,973	0.0%	Shares	Sole	2021-10-12
2021-06-30	$665,597	9,973	0.0%	Shares	Sole	2021-07-27
2021-03-31	$633,285	9,973	-2.4%	Shares	Sole	2021-04-16
2020-12-31	$635,563	10,223	-2.4%	Shares	Sole	2021-02-04
2020-09-30	$636,538	10,478	-0.9%	Shares	Sole	2020-10-23
2020-06-30	$628,914	10,570	+0.5%	Shares	Sole	2020-07-16
2020-03-31	$524,228	10,514	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.