Position in O
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$267,481
+$3,367 QoQ
Shares Held
4,317
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,036
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, 2026Bolthouse Investments, LLC holds $267,481 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
|
4,317 | $267,481 |
All Filings in O
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,481 | 4,317 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $264,114 | 4,317 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $243,349 | 4,317 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $262,430 | 4,317 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $248,702 | 4,317 | Shares | Sole | 2025-10-27 | |
| 2025-03-31 | $250,429 | 4,317 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||