Position in O
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$888,754
-$317,409 QoQ
Shares Held
14,344
-27.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#685
of 1,449 holders
Holding Since
Mar 2020
26 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, 2026Van Hulzen Asset Management, LLC holds $1,091,756 across 2 REIT - Retail names. O ranks #1 (81.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
14,344 | $888,754 | |
| 2 | KIM |
Kimco Realty Corp
|
8,008 | $203,002 |
All Filings in O
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $888,754 | 14,344 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,206,163 | 19,715 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,062,010 | 18,840 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,139,204 | 18,740 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,063,480 | 18,460 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $889,119 | 15,327 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $823,689 | 15,422 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,597,556 | 40,958 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $577,428 | 10,932 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $630,427 | 11,653 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $598,775 | 10,428 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $498,401 | 9,980 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $651,292 | 10,893 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $740,020 | 11,687 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $593,704 | 9,360 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $561,513 | 9,648 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $662,941 | 9,712 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $669,438 | 9,660 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $584,174 | 8,160 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $574,010 | 8,850 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $757,498 | 11,350 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $863,599 | 13,600 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $547,095 | 8,800 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $510,300 | 8,400 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $600,949 | 10,100 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $558,432 | 11,200 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||