Position in O
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$231,978
-$3,014 QoQ
Shares Held
3,744
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,079
of 1,449 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026TRUST POINT INC. holds $231,978 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
|
3,744 | $231,978 |
All Filings in O
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,978 | 3,744 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $234,992 | 3,841 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $223,056 | 3,957 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $223,160 | 3,671 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||