Position in O
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$243,502
+$3,065 QoQ
Shares Held
3,930
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,064
of 1,452 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Alpha Family Trust holds $449,260 across 2 REIT - Retail names. O ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
3,930 | $243,502 | |
| 2 | SPG |
Simon Property Group Inc.
|
920 | $205,758 |
All Filings in O
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,502 | 3,930 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $240,437 | 3,930 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $221,534 | 3,930 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $238,904 | 3,930 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $226,407 | 3,930 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $227,979 | 3,930 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $209,901 | 3,930 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $249,240 | 3,930 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $207,582 | 3,930 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $212,613 | 3,930 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $225,660 | 3,930 | Shares | Defined | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||