Position in O
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$223,613
-$25,144 QoQ
Shares Held
3,609
-11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,094
of 1,452 holders
Holding Since
Mar 2025
6 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, 2026SFMG, LLC holds $223,613 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
3,609 | $223,613 |
All Filings in O
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,613 | 3,609 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $248,757 | 4,066 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $224,803 | 3,988 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $246,077 | 4,048 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $236,892 | 4,112 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $236,854 | 4,083 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||