Position in O
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$41,265
+$520 QoQ
Shares Held
666
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,258
of 1,452 holders
Holding Since
Mar 2020
26 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, 2026HOERTKORN RICHARD CHARLES holds $47,602 across 2 REIT - Retail names. O ranks #1 (86.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
666 | $41,265 | |
| 2 | KIM |
Kimco Realty Corp
|
250 | $6,337 |
All Filings in O
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,265 | 666 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $40,745 | 666 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $37,542 | 666 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $40,486 | 666 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $38,368 | 666 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $38,634 | 666 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $35,571 | 666 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $42,237 | 666 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $35,178 | 666 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $36,030 | 666 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $38,241 | 666 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $33,260 | 666 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $39,820 | 666 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $42,171 | 666 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $42,244 | 666 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $38,761 | 666 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $45,461 | 666 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $46,153 | 666 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $47,678 | 666 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $43,196 | 666 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $44,448 | 666 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $42,290 | 666 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $41,405 | 666 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $40,459 | 666 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $39,626 | 666 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $33,206 | 666 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||