Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$722,887
+$43,789 QoQ
Shares Held
11,667
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#739
of 1,452 holders
Holding Since
Jun 2020
16 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, 2026Regal Investment Advisors LLC holds $1,736,245 across 2 REIT - Retail names. O ranks #2 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,531 | $1,013,358 | |
| 2 | O |
Realty Income Corp
This page
|
11,667 | $722,887 |
All Filings in O
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,887 | 11,667 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $679,098 | 11,100 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $467,927 | 8,301 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $485,772 | 7,991 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $418,306 | 7,261 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $447,663 | 7,717 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $422,419 | 7,909 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $719,119 | 11,339 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $338,734 | 6,413 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $226,787 | 4,192 | Shares | Sole | 2024-05-15 | |
| 2022-03-31 | $260,152 | 3,754 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $268,605 | 3,752 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $231,160 | 3,564 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $237,727 | 3,562 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $356,047 | 5,727 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $253,469 | 4,260 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||