Position in O
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,231,248
+$1,504,884 QoQ
Shares Held
68,290
+53.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#345
of 1,452 holders
Holding Since
Mar 2020
22 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, 2026Sowell Financial Services LLC holds $6,371,354 across 2 REIT - Retail names. O ranks #1 (66.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
68,290 | $4,231,248 | |
| 2 | SPG |
Simon Property Group Inc.
|
9,569 | $2,140,106 |
All Filings in O
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,231,248 | 68,290 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,726,364 | 44,563 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,452,545 | 43,508 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,539,380 | 41,773 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,849,741 | 32,108 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,817,163 | 31,325 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,989,682 | 37,253 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,312,667 | 20,698 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,085,820 | 20,557 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,116,786 | 20,643 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,219,026 | 21,230 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $876,397 | 17,549 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $902,410 | 15,093 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $670,875 | 10,595 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $703,375 | 11,089 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $710,971 | 12,216 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $843,352 | 12,355 | Shares | Sole | 2022-08-15 | |
| 2021-03-31 | $160,083 | 2,521 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $169,288 | 2,723 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $160,562 | 2,643 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $149,106 | 2,506 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $133,475 | 2,677 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||