BEACON FINANCIAL GROUP

Position in O — Realty Income Corp

CIK 1591379 DALLAS, TX

Position in O

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$3,170,617

-$124,109 QoQ

Shares Held

51,172

-5.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#408

of 1,452 holders

Holding Since

Mar 2020

21 quarters on record

Real Estate · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $3,170,617 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	51,172	$3,170,617

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,170,617	51,172	-5.0%	Shares	Sole	2026-07-16
2026-03-31	$3,294,726	53,853	-6.8%	Shares	Sole	2026-04-30
2025-12-31	$3,256,438	57,769	-6.2%	Shares	Sole	2026-04-01
2025-09-30	$3,742,718	61,568	-6.2%	Shares	Sole	2025-10-08
2025-06-30	$3,781,578	65,641	-6.4%	Shares	Sole	2025-07-09
2025-03-31	$4,066,617	70,102	-6.0%	Shares	Sole	2025-04-10
2024-12-31	$3,982,356	74,562	-1.0%	Shares	Sole	2025-01-29
2024-09-30	$4,775,969	75,307	-2.1%	Shares	Sole	2024-11-12
2024-06-30	$4,064,446	76,949	-2.8%	Shares	Sole	2024-08-06
2024-03-31	$4,282,285	79,155	+567.3%	Shares	Sole	2024-05-07
2022-12-31	$256	11,862	-85.0%	Shares	Sole	2023-01-19
2022-06-30	$5,406,465	79,204	-0.6%	Shares	Sole	2022-07-19
2022-03-31	$5,521,408	79,674	+0.5%	Shares	Sole	2022-04-08
2021-12-31	$5,677,087	79,300	-15.5%	Shares	Sole	2022-01-07
2021-09-30	$6,083,539	93,795	+0.1%	Shares	Sole	2021-10-13
2021-06-30	$6,252,732	93,688	-0.7%	Shares	Sole	2021-07-26
2021-03-31	$5,991,286	94,351	+10.1%	Shares	Sole	2021-08-16
2020-12-31	$5,325,415	85,659	-0.7%	Shares	Sole	2021-01-15
2020-09-30	$5,241,937	86,287	-2.1%	Shares	Sole	2020-10-13
2020-06-30	$5,246,527	88,177	+0.1%	Shares	Sole	2020-08-05
2020-03-31	$4,391,623	88,079	—	Shares	Sole	2020-06-29
No filing history on record for this holder in this stock.