Position in O
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,325,882
+$42,448 QoQ
Shares Held
21,399
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#592
of 1,452 holders
Holding Since
Mar 2020
25 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, 2026Dynamic Advisor Solutions LLC holds $1,325,882 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
|
21,399 | $1,325,882 |
All Filings in O
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,325,882 | 21,399 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,283,434 | 20,978 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,000,736 | 17,753 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,697,317 | 27,921 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,489,852 | 25,861 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,469,219 | 25,327 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,268,220 | 23,745 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,228,699 | 19,374 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $543,200 | 10,284 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $669,271 | 12,371 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $664,349 | 11,570 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $316,569 | 6,339 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $354,913 | 5,936 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $329,200 | 5,199 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $330,533 | 5,211 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $275,344 | 4,731 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $472,905 | 6,928 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $402,147 | 5,803 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $275,263 | 3,845 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $287,653 | 4,435 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $300,863 | 4,508 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $291,337 | 4,588 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $309,855 | 4,984 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $297,678 | 5,003 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $267,050 | 5,356 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||