Position in O
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$808,268
-$7,940,288 QoQ
Shares Held
13,045
-90.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#712
of 1,449 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026United Asset Strategies, Inc. holds $808,268 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
|
13,045 | $808,268 |
All Filings in O
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $808,268 | 13,045 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $8,748,556 | 142,997 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $7,722,915 | 137,004 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,122,942 | 133,623 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $7,362,212 | 127,794 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,148,340 | 123,226 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,036,024 | 113,013 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,870,161 | 108,328 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $5,485,990 | 103,862 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $5,077,068 | 93,846 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,733,073 | 82,429 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,677,831 | 73,645 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $502,774 | 8,409 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $513,778 | 8,114 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $627,703 | 9,896 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $540,619 | 9,289 | Shares | Sole | 2022-10-24 | |
| No filing history on record for this holder in this stock. | ||||||